ࡱ> kmja %bjbjڥڥ 4\R\R\ T T 84>$(((((=======@@B^=   =((= ((= =6g9<(P߶p[;==0>w;<TD"TD8<<TD<03"Uq==>    TDT > : Referral of a client from National Debt Helpline to a community agency Financial Counselling Program Instructions: National Debt Helpline financial counsellors will assess the caller and provide a response to the questions below. This information will be emailed to the community agency that is responsible for the postcode where the client resides. Sample email Dear [name of agency referral contact person] I wish to refer this client for financial counselling with your service and have attached the National Debt Helpline file notes. Could you please confirm your receipt of this referral by return email. If you wish to discuss any issues arising from the referral, please do not hesitate to telephone me or one of the other financial counsellors at the National Debt Helpline, quoting the client number provided in the attached PDF file notes. Please find the following supporting client documents attached: [List any attached documents and delete those not required] Client assessment [response to questions below] Client case summary [see example below] Client case file notes Client bank statements Other associated client documents [National Debt Helpline financial counsellor to list] Kind regards National Debt Helpline [Contact details - email and telephone for worker] Assessment questions Financially disadvantaged and vulnerable The client has been assessed by me as being: [Tick one of these categories] ( Financially disadvantaged, because name the reason as determined from eligibility criteria or ( Financially disadvantaged and vulnerable name the reason for vulnerability from eligibility criteria Face to face services The client is referred to face to face financial counselling because: [Tick one of these categories] ( the client requires extended casework services ( the client appears to require advocacy with third parties ( telephone financial counselling is inappropriate for this client due to: ( low English proficiency ( intellectual disability or cognitive impairment ( low literacy ( no telephone access, or ( the clients matter being complex, such that it is unable to be resolved by telephone services and requires face to face casework. Urgency rating I have assessed this matter as: [Tick one of these categories below] ( non urgent, or ( urgent, because: ( the client has overcome significant practical difficulties to seek assistance at this time and is unlikely to be able to do so again due to [name the circumstances]. or: ( the clients situation is likely to deteriorate significantly if there is no immediate service response due to [name the nature of the problem]. Priority rating I have assessed this matter as: [insert an X against one of the categories] Insert X Priority assessmentPriority levelResponse timeHigh vulnerability with high impact consequences and/or urgent12 working daysHigh vulnerability with low impact consequences or Low vulnerability with high impact consequences 21 weekLow vulnerability with low impact consequences 34 weeks Clients consent ( The client has consented to providing these personal details to your financial counselling service. Sample case summary Financial Counselling Program Case Summarytest testClient_no154933Staff member:First Contact Date:31/5/2013Name:Mr test testStreet:Suburb/ TownBendigo 3550Email:Tel#_mobile0000 000 000Tel AH:Tel#_BHReferral_From:Self/ friend/ relativeClient Income:Less than $20kIncomeSourceFC-Government PaymentsDate/ year of birth:1956Consumer Family type:Family with dependent childrenDomestic Violence Indicator:Not applicableMain Language:English Proficiency:Housing related problem:YesHousing type:Rental PrivateIndigenous Status: StaffDateSession TypePresenting Problem & ActionService Category31/5/2013FC Triage assessmentClient is having trouble with finances. Cannot pay utility bills and is struggling with house & car loan payments. Was unemployed recently and is now on government benefits. Is behind one month in house loan. Clients English is not good and he cannot understand letters that bank is sending him. Client migrated from Africa in 2010 and has only attended school up to primary school. Bank has rung him and wants to discuss but client gets stressed speaking to bank. Client recently diagnosed with depression.     0fgtus    ) y    q ABh x h"aJ jh" h"0Jh"5PJ\aJnH tH h"5\ hb&5hb& h"5h"hb&nH tH h"nH tH Fga n  e U  ) @ W  D Yo  & F gd"gd" & Fe^e`gd"gd"gd"gd"A@Q$Ifh^hgd"gd"gd" & F h^hgd"  & F gd">?@Aq*+,NPQ 9:JKqrǿǿǿǻ(h%h"CJOJPJQJaJnH tH h"5\] jhG` hxog hG` hxoghxogh"CJaJ"h"CJOJPJQJaJnH tH h"56 h"5\h x h"5 h"6 jh"h"7*`TNEE $$Ifa$$If hx$If^hkd$$Ifl\8l 8Hr t0644 lalyt"*+,`XRII $$Ifa$$Ifx$Ifkd$$Ifl\8l 8Hr t0644 lalyt"`XRII $$Ifa$$Ifx$Ifkdn$$Ifl\8l 8Hr t0644 lalyt"P`[VL[;$@&Ifl  & Fgdxoggdxoggd"kd%$$Ifl\8l 8Hr t0644 lalyt"xh$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%$@&Ifl y$Ifl $$Ifa$gd%l _kdC$$Ifl0 &D  t'644 lapyt%y$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%y$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%y$Ifl $$Ifa$gd%l _kdx$$Ifl0 &D  t'644 lapyt% y$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%y$Ifl $$Ifa$gd%l _kdF$$Ifl0 &D  t'644 lapyt% ,9y$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%9:BJy$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%JKZqy$Ifl $$Ifa$gd%l _kd{$$Ifl0 &D  t'644 lapyt%qry$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%y$Ifl $$Ifa$gd%l _kdI$$Ifl0 &D  t'644 lapyt%y$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%45EF\]z{ !$%h%jh%U h"h7E h%h"56h"(h%h"CJOJPJQJaJnH tH y$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%%4y$Ifl $$Ifa$gd%l _kd~$$Ifl0 &D  t'644 lapyt%45DEy$Ifl $$Ifa$gd%l _kd$$Ifl0 &D  t'644 lapyt%EF[\y$Ifl $$Ifa$gd%l _kdL $$Ifl0 &D  t'644 lapyt%\]vzy$Ifl $$Ifa$gd%l _kd $$Ifl0 &D  t'644 lapyt%z{y$Ifl $$Ifa$gd%l _kd $$Ifl0 &D  t'644 lapyt%w$Ifl $$Ifa$gd%l akd $$IflP0 &D  t'644 lapyt%$]&`#$/Ifgd%l gd"_kd $$Ifl0 &D  t'644 lapyt%P66666$]&`#$/Ifgd%l kdS $$IflrJ Q &'OI t 6`]'644 lap2yt% PKIIIIIIgd"kd- $$IflrJ Q &'OI t 6`]'644 lap2yt% "#$%gd"21h:pO. A!n"n#n$n% $$Ifl!vh#v8#vH#v#vr:V l t06585H55r/ alyt"$$Ifl!vh#v8#vH#v#vr:V l t06585H55r/ alyt"$$Ifl!vh#v8#vH#v#vr:V l t06585H55r/ alyt"$$Ifl!vh#v8#vH#v#vr:V l t06585H55r/ alyt"e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%i$$If!vh#vD #v:V lP t'65D 5pyt%e$$If!vh#vD #v:V l t'65D 5pyt%$$If!vh#v'#v#v#vO#vI:V l t 6`]'65'555O5I/  / p2yt%$$If!vh#v'#v#v#vO#vI:V l t 6`]'65'555O5I/ / p2yt%s2&6FVfv2(&6FVfv&6FVfv&6FVfv&6FVfv&6FVfv&6FVfv8XV~ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@ 0@_HmH nH sH tH T`T F<#Normal $CJOJPJQJ_HaJmH sH tH N@N  Heading 1 $@&5CJ(KH \^JaJ J@J F<# Heading 2$@&5CJ \]^JaJl`"l sbx Heading 3$$*$@&*5CJOJQJ\^J_HaJmH sH tH DA D Default Paragraph FontRi@R  Table Normal4 l4a (k (No List VV iList Paragraphd^m$PJaJ44 rHeader  9r 4 4 rFooter  9r 2B@"2 V]g Body TextxR0@2R sbx List Bullet! & F e^e`fOAf F<#Heading 2 Char15CJ OJPJQJ\]^J_HaJmH sH tH j@Sj an Table Grid7:V0PK![Content_Types].xmlN0EH-J@%ǎǢ|ș$زULTB l,3;rØJB+$G]7O٭VvnB`2ǃ,!"E3p#9GQd; H xuv 0F[,F᚜K sO'3w #vfSVbsؠyX p5veuw 1z@ l,i!b I jZ2|9L$Z15xl.(zm${d:\@'23œln$^-@^i?D&|#td!6lġB"&63yy@t!HjpU*yeXry3~{s:FXI O5Y[Y!}S˪.7bd|n]671. tn/w/+[t6}PsںsL. J;̊iN $AI)t2 Lmx:(}\-i*xQCJuWl'QyI@ھ m2DBAR4 w¢naQ`ԲɁ W=0#xBdT/.3-F>bYL%׭˓KK 6HhfPQ=h)GBms]_Ԡ'CZѨys v@c])h7Jهic?FS.NP$ e&\Ӏ+I "'%QÕ@c![paAV.9Hd<ӮHVX*%A{Yr Aբ pxSL9":3U5U NC(p%u@;[d`4)]t#9M4W=P5*f̰lk<_X-C wT%Ժ}B% Y,] A̠&oʰŨ; \lc`|,bUvPK! ѐ'theme/theme/_rels/themeManager.xml.relsM 0wooӺ&݈Э5 6?$Q ,.aic21h:qm@RN;d`o7gK(M&$R(.1r'JЊT8V"AȻHu}|$b{P8g/]QAsم(#L[PK-![Content_Types].xmlPK-!֧6 0_rels/.relsPK-!kytheme/theme/themeManager.xmlPK-!R%theme/theme/theme1.xmlPK-! ѐ' theme/theme/_rels/themeManager.xml.relsPK] %\ % "*9Jq4E\z % !#$%&'()*+,-8@0(  B S  ?`ab U&  [&8*urn:schemas-microsoft-com:office:smarttagsCity9*urn:schemas-microsoft-com:office:smarttagsplace  + B I K X  "&^d  &333333330u)Wz  ,  "&0uz "& c|5t"+? \FEN*(NNiRXx->X^sz[ \Fl_d JvRx~^ hh^h`OJQJo(8^8`OJQJo(hH ^`hH. pp^p`hH. @ @ ^@ `hH. ^`hH. ^`hH. ^`hH. ^`hH. PP^P`hH.88^8`OJQJo(hHpp^p`OJQJ^Jo(hHo@ @ ^@ `OJQJo(hH^`OJQJo(hH^`OJQJ^Jo(hHo^`OJQJo(hH^`OJQJo(hHPP^P`OJQJ^Jo(hHo  ^ `OJQJo(hHh^`B*OJQJo(phhH%h^`OJQJ^Jo(hHohpp^p`OJQJo(hHh@ @ ^@ `OJQJo(hHh^`OJQJ^Jo(hHoh^`OJQJo(hHh^`OJQJo(hHh^`OJQJ^Jo(hHohPP^P`OJQJo(hHh^`OJQJo(hH%^`OJQJ^Jo(hHo pp^p`hH. @ @ ^@ `hH. ^`hH. ^`hH. ^`hH. ^`hH. PP^P`hH.h^`OJQJo(hH% ^`hH. pp^p`hH. @ @ ^@ `hH. ^`hH. ^`hH. ^`hH. ^`hH. PP^P`hH.^`CJOJQJo(hH00^0`OJQJ^Jo(hHo^`OJQJo(hH^`OJQJo(hH^`OJQJ^Jo(hHopp^p`OJQJo(hH@ @ ^@ `OJQJo(hH^`OJQJ^Jo(hHo^`OJQJo(hH88^8`OJQJo(hHpp^p`OJQJ^Jo(hHo@ @ ^@ `OJQJo(hH^`OJQJo(hH^`OJQJ^Jo(hHo^`OJQJo(hH^`OJQJo(hHPP^P`OJQJ^Jo(hHo  ^ `OJQJo(hHh^`OJQJo(hH%^`OJQJ^Jo(hHo pp^p`hH. @ @ ^@ `hH. ^`hH. ^`hH. ^`hH. ^`hH. PP^P`hH.h^`OJQJo(hHh^`OJQJ^Jo(hHohpp^p`OJQJo(hHh@ @ ^@ `OJQJo(hHh^`OJQJ^Jo(hHoh^`OJQJo(hHh^`OJQJo(hHh^`OJQJ^Jo(hHohPP^P`OJQJo(hH^`CJOJQJhH00^0`OJQJ^Jo(hHo^`OJQJo(hH^`OJQJo(hH^`OJQJ^Jo(hHopp^p`OJQJo(hH@ @ ^@ `OJQJo(hH^`OJQJ^Jo(hHo^`OJQJo(hH5 El_d(NNiR5Jv+?sz[>XRx~+? >X 90W0 90UW0          *b        ry        ry        ry        T        ry                 X32i7E Hh b&\"O_+1F<#PK%',Y7KR8mB'M PxWf[V]gxog|rjes xsbx\xvL"Q} !p0%6%rH 6anT*[]@%x@Unknown G.Cx Times New Roman5Symbol3. *Cx Arial?Wingdings 27.@Calibri7@Cambria;Wingdings?= *Cx Courier NewA$BCambria Math"1h%ST';&G!nn4 3qHP i2!xx YReferral of a client from MoneyHelp to a community agency  Financial Counselling ProgramFinancial Counselling ProgramConsumer Affairs Victoria Alison Ford8         Oh+'0 ,P\h|     \Referral of a client from MoneyHelp to a community agency Financial Counselling Program Financial Counselling ProgramConsumer Affairs ɫƵ Normal.dotm Alison Ford26Microsoft Office Word@zH6@r~@<`{@%՜.+,D՜.+,X hp  :Dept. of Justice ɫƵ ZReferral of a client from MoneyHelp to a community agency Financial Counselling Program Title| `2:R^z   TRIMID TRIM_DateDue TRIM_AuthorTRIM_Container TRIM_CreatorTRIM_DateRegisteredTRIM_OwnerLocation TRIM_ResponsibleOfficer TRIM_TitleCD/14/217634 FERGUSON, Melissa DG/14/16396FERGUSON, Melissa30 May, 2014$Information Services Division (CAV) xTemplate - Financial Counselling Program service model induction tool - MoneyHelp referral email to community agency  !"#$%&'()*+,-.012345689:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXY[\]^_`acdefghilRoot Entry FනnData /1Table7DWordDocument4\SummaryInformation(ZDocumentSummaryInformation8bCompObjr  F Microsoft Word 97-2003 Document MSWordDocWord.Document.89q