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Determining and reviewing an exclusion from automatically triggered Vulnerable Welfare Payment Recipient (VWPR) Youth enhanced Income Management by social workers 103-01180040

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For Services Australia social workers.

This document outlines how social workers assess and record exclusions for customers automatically triggered for the VWPR Youth enhanced IM measures.

On this page:

VWPR Youth exclusion

Determining an exclusion from VWPR Youth enhanced IM

Reviewing a social worker determined exclusion from VWPR Youth enhanced IM

VWPR Youth exclusion

Table 1

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Step

Action

1

Customer's right to request an exclusion from VWPR Youth

Customers who do not meet the criteria for exclusions from automatically triggered VWPR Youth enhanced Income Management can still request an exclusion from VWPR Youth.

If a customer requests an exclusion from VWPR Youth, this must be assessed, and the outcome documented.

2

Enhanced IM check

In Process Direct, go to the Enhanced Income Management Summary (EIMS) screen to check if the customer is on VWPR Youth (Crisis, UTLAH or Special Benefit) enhanced IM.

Is the customer on VWPR Youth (Crisis, UTLAH or Special Benefit) enhanced IM?


Determining an exclusion from VWPR Youth enhanced IM

Table 2

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Step

Action

1

Exclusions for the automatically triggered VWPR Youth enhanced IM

To record an exclusion, the customer must be on, or eligible for, auto triggered VWPR Youth enhanced IM as they are aged:

  • under 16 years and getting Special Benefit (SpB-USY)
  • 16 years or over and getting the independent rate of Youth Allowance (YA), Disability Support Pension (DSP) or ABSTUDY Living Allowance due to meeting the Unreasonable to Live at Home (UTLAH) criteria, or
  • under 25 years and received a Crisis Payment (CrP) in the last 13 weeks due to prison or release from psychiatric confinement

To create a new exclusion there must not be a current or pending (incomplete) exclusion on the customer's record.

Note:

  • A new exclusion assessment is required if the exclusion is to be granted for a further 12 months
  • Social workers can end the exclusion period early if required, which may result in the customer being eligible for enhanced IM, providing they meet all eligibility criteria. An exclusion assessment must be completed if varying or ending before the 12 months

For more details about:

  • Exclusions due to enhanced IM placing a customer's mental, physical, or emotional wellbeing at risk, go to Step 2
  • Not Practicable Exclusions, go to Step 3

2

Exclusion due to enhanced IM placing a customer’s mental, physical or emotional wellbeing at risk

Customers may be temporarily excluded from the VWPR Youth enhanced IM measure if a social worker determines enhanced IM would place the customer’s mental, physical or emotional wellbeing at risk, if:

  • they cannot meaningfully engage in the enhanced IM process due to mental health issues
  • they do not have the capacity to comprehend the operation of enhanced IM, or
  • they are experiencing serious instability in their housing or living situation and enhanced IM would affect their ability to direct funds to housing

For these exclusions complete the following (both grant and reject decisions):

  • In Customer First, create a manual review on the Review Registration (RVR) screen and complete the fields as follows:
    • Service Reason: only use JSP (regardless of which payment the customer is on)
    • Review Reason: INC (General Income Review Required)
    • Due Date: 2 days from today's date
    • Source: INT
    • Date of Receipt: today’s date
    • Notes: ’VWPR Youth enhanced IM Detrimental- wellbeing exclusion decision - Grant/Reject’ (Delete outcome that is not relevant).
    • Keywords: EIMEXC and one of the following (depending on the measure) EIMCRP, EIMUTL or EIMSPL (see Enhanced IM MFU keywords)
    • Workgroup: leave blank
    • Position: leave blank
    • Transfer to Region: leave blank
  • The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action
  • Social Work Information System (SWIS) VWPR Youth Detrimental Exclusion report to record reasons and outcomes of the decision-making

Go to Step 4.

3

Not Practicable - support and demonstrated capacity

A social worker may determine the customer is eligible for an exclusion from VWPR Youth enhanced IM if the customer has been on enhanced IM for 12 months, and they have:

  • successfully engaged in a supportive relationship that provided mentoring, coaching or case management that included a transition to independence and the social worker is satisfied that the customer is likely to continue doing so such that the customer does not need to remain on enhanced IM, or
  • demonstrated the skills and ability to manage their money and to live independently and the social worker is satisfied the customer is likely to continue doing so such that the customer does not need to remain on enhanced IM

Complete the following (both grant and reject decisions):

  • In Customer First, create a manual review on the Review Registration (RVR) screen and complete the fields as follows:
    • Service Reason: only use JSP (regardless of which payment the customer is on)
    • Review Reason: INC (General Income Review Required)
    • Due Date: 2 days from today's date
    • Source: INT
    • Date of Receipt: today’s date
    • Notes: ’VWPR Youth Not practicable - Support and Demonstrated Capacity exclusion decision - Grant/Reject’ (delete outcome that is not relevant)
    • Keywords: EIMEXC and one of the following (depending on the measure) EIMCRP, EIMUTL or EIMSPL (see Enhanced IM MFU keywords)
    • Workgroup: leave blank
    • Position: leave blank
    • Transfer to Region: leave blank
  • The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action
  • Social Work Information System (SWIS) VWPR Youth Not Practicable Exclusion report to record reasons and outcomes of the decision-making

4

Contact the customer

Social worker should contact the customer to discuss the exclusion decision outcome. Two genuine attempts to contact the customer must be made to inform them of the decision.

5

DOC Customer First

In Customer First, record details on a DOC using Fast Note - select Auto text, use enhanced Income Management > Exclusions > VWPR Youth SW exclusion decision/review.

Delete all non-applicable text in the template.

Note: customers granted an exclusion from VWPR Youth by a social worker (detrimental or impracticable), will be ineligible to commence enhanced IM under the Compulsory enhanced IM (CeIM) measure during the exclusion period.


Reviewing a social worker determined exclusion from VWPR Youth enhanced IM

Table 3

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Step

Action

1

Review of VWPR Youth enhanced IM exclusion granted by a social worker

Customers granted an exclusion from VWPR Youth by a social worker are ineligible to commence enhanced IM under the measure of Compulsory enhanced IM (CeIM) during this period.

Due to current system limitations, when a social worker grants an exclusion from VWPR Youth enhanced IM, an ineligibility assessment is coded to end the customer’s VWPR Youth participation. This ensures the customer does not commence enhanced IM under VWPR Youth or Compulsory (DEY or LTWPR) during the exclusion period.

At the end of the exclusion period the social worker must review the customer’s circumstances to determine if the exclusion no longer applies.

Note: due to the impact of the exclusion on eligibility for CeIM, a social worker must decide to continue, revoke or vary the exclusion, regardless of the customer's current payment or other eligibility factors.

Workload Manager will allocate a 35 Day MFU.

View the MFU activity notes, which will advise that the social worker determined exclusion from VWPR Youth is due to end and requires review by a social worker. Take note of the exclusion end date in the notes.

2

Review of customer’s circumstances

The social worker should review the original decision document to determine the reason the customer’s exclusion was granted.

If the exclusion was granted due to:

  • Detrimental: placing a customer's mental, physical, or emotional wellbeing at risk, go to Step 3
  • Not practicable - Support and Demonstrated Capacity exclusion, go to Step 4

3

Detrimental - placing a customer's mental, physical, or emotional wellbeing at risk

The customer was temporarily excluded from the VWPR Youth enhanced IM measure as the social worker determined enhanced IM would place the customer's mental, physical, or emotional wellbeing at risk.

For example:

  • they cannot meaningfully engage in the enhanced IM process due to mental health issues
  • they do not have the capacity to comprehend the operation of enhanced IM, or
  • they are experiencing serious instability in their housing or living situation and enhanced IM would affect their ability to direct funds to housing

Does the social worker review determine the customer’s current circumstances continue to place the customer's mental, physical, or emotional wellbeing at risk?

4

Not Practicable - Support and Demonstrated Capacity

The customer was temporarily excluded from VWPR Youth enhanced IM measure as the social worker determined the customer was on VWPR Youth Income Management for 12 months, and they have:

  • successfully engaged in a supportive relationship that provided mentoring, coaching or case management that included a transition to independence and the social worker is satisfied that the customer is likely to continue doing so such that the customer does not need to remain on enhanced IM, or
  • demonstrated the skills and ability to manage their money and to live independently and the social worker is satisfied the customer is likely to continue doing so such that the customer does not need to remain on enhanced IM

Does the social worker review determine it is not practicable for the customer to be on enhanced IM?

5

Create a new MFU - VWPR Youth exclusion review

Due to current system limitations a new MFU will be required to review the customer’s circumstances again in 12 months to allow the social worker to determine if the exclusion no longer applies.

  • In Customer First, create a manual review on the Review Registration (RVR) screen, and complete the fields as follows:
    • Service Reason: only use JSP (regardless of which payment the customer is on)
    • Review Reason: INC (General Income Review Required)
    • Due Date: 35 days before the exclusions (social worker granted) end date
    • Source: INT
    • Date of Receipt: today’s date
    • Notes: 'Customer’s VWPR Youth exclusion will end on (DD/MM/YYYY - 12 months from review date). Social worker to review VWPR Youth - detrimental wellbeing/not practicable exclusion
    • Keywords: EIM35DAY and EIMEXC and one of the following (depending on measure) EIMCRP, EIMUTL or EIMSPL (see Enhanced IM MFU keywords)
    • Workgroup: leave blank
    • Position: leave blank
    • Transfer to Region: leave blank

The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action.

Go to Step 7.

6

Create MFU - VWPR Youth exclusion end

As the outcome of the review is to end the VWPR Youth, the social worker must create an ‘END date review’ MFU.

The review will mature on the Due Date coded in the MFU activity.

In Process Direct, view the end date of the original exclusion:

  • Go to the Enhanced Income Management Summary (EIMS) screen
  • Check the Customer Summary Table:
    • Status: Ineligible
    • Reason: Exclusion Granted
    • Event date: confirm the date the exclusion was granted

In Customer First, create a manual review on the Review Registration (RVR) screen and complete the fields as follows:

  • Service Reason: only use JSP (regardless of which payment the customer is on)
  • Review Reason: INC (General Income Review Required)
  • Due Date: end date of the original exclusion
  • Source: INT
  • Date of Receipt: today’s date
  • Notes: 'VWPR Youth - detrimental wellbeing/not practicable exclusion has been revoked. Please end exclusion'
  • Keywords: EIMEND and EIMEXC and one of the following (depending on measure) EIMCRP, EIMUTL or EIMSPL (see Enhanced IM MFU keywords)
  • Workgroup: leave blank
  • Position: leave blank
  • Transfer to Region: leave blank

The review will mature on the Due Date coded in the RVR activity. Workload Management will allocate the review for manual action.

7

DOC Customer First

In Customer First, record details on a DOC using Fast Note - select Auto text, use enhanced Income Management > Exclusions > VWPR Youth SW exclusion decision/review.

Remove decision/review details that are not applicable and document the outcome of the review.