As informed during the NDP information briefings prior to requests to charities being submitted Regional Offices conduct a review of the application.

Why is this being conducted?

The last deferral rates from TRBL and RNBT show the following:

TRBL- Requests Declined:

RNBT - Percentage of Requests Declined:

What do we look for when conducting a review?

In the main we look at the following:

• Is Verification of Service attached correctly on the Person Summary, and does it meet requirements?
• Have all applicable fields and sections been completed fully?
• Have all bank accounts been identified?
• Does the Income, Savings and Expenditure match the information on the bank statements?
• Does the Casework Report explain any differences in income/ expenditure/ savings, etc?
• Are all supporting documents, including quotes attached?
• Has the naming convention been used for the attachments?
• Has the Assistance Required fields been completed?
• Does the Assistance Required match the quotes?
• Casework Report - Does the Casework Report clearly state the need of the beneficiary, reflect the HERBS model and meet our BRAVE Standards?

We shall continue to build on this, and your Regional Office will communicate the reviews with you should there be any amendments required.

It is not a one-way process and to all our colleagues please do note that this is designed with the same thing in mind that we all want -  The best outcome of an application on behalf of the beneficiary.

We are aware that in some cases requests are declined for a reason which transpires may be incorrect and our Casework Policy & Grants Manager is working on how we record this information and report it to the Assistance Providers.