Online Workshop

OW Directives and SAMS Training:
Living with Parents: Financial Independence and Co-Residency & Post-Secondary and Temporary Care: Income Exemptions and Ongoing Eligibility

About this Online Workshop

Living with Parents: Financial Independence and Co-Residency

We will examine Directives, OW Regulations, Clearinghouses and SAMS technology on living with parent circumstances where eligibility exists for two benefit unit families. 

We will also access the Co-Residency Questionnaire on the SAExtranet and answer the questions through a mock scenario between three adults, and determine the factors that examine Spousal Marriage Like relationships compared to a Co-resident or Roommate circumstance. 

Screen shots and correct data input within SAMS will be captured and discussed in this session through your host trainers.

Participants will focus on the living with parent rules and co-residency eligibility, and will: 

  • Learn Life Stabilization Concepts carried throughout all curriculum 
  • Focus on Income Exemptions on Assistance for Children with Severe Disabilities from Directive 5.1 
  • Assess Financial Independence criteria when Living with Parents from Directive 3.4 
  • Assess Gift maximums under Directive 5.7 and discussion on Loans 
  • Focus on the Co-Residency Questionnaire Form 2764 and criteria 
  • Learn definitions of spousal based on OW Regulations 
  • Learn Appropriate Benefits and Community Supports and Referrals 
  • Focus on Referrals to ODSP under Directive 2.4 
  • Gain financial literacy knowledge through review of Registered Disability Savings Plan (RDSP) Assets under Directive 4.7 and applicable contributions 
  • Assess Special Diets under Directive 6.6 and Medical Benefits Reference Chart in Directive 7.1 
  • Review Shelter Allowance under Directive 6.3 and applicable Clearinghouse 2069 on Parking Surcharges and Clearinghouse 1698 on Storage Fees 
  • Understand the Role of Assignment and Transfer of Assets under Directive 4.11 

Post-Secondary and Temporary Care: Income Exemptions and Ongoing Eligibility

We will examine the application of OW Directives as they relate to post-secondary and temporary care scenarios, through two hands-on case studies. 

The first case study will examine Directives, OW Regulations, Clearinghouses and SAMS technology on Post-Secondary Students and eligibility related to grants, OSAP funding, living allowances and direct educational expenses. We will explore participation requirements and expectations and also available employment or other related benefits.

The second case study will examine Directives, OW Regulations, Clearinghouses and SAMS technology on Temporary Care Assistance. We will explore definitions of dependent children, demonstrated intent to treat a child as your own, custodial implications, access to Child Tax Benefits, and examine appeal decisions within the Social Benefits Tribunal. 

In both case studies our facilitators will show and/or add correct data within SAMS training technology which will be discussed throughout the sessions.  

Screen shots and correct data input within SAMS will be captured and discussed in this session through your host trainers.

Participants will focus on the post-secondary and temporary care case studies, and will:  

  • Examine Life Stabilization Factors on improving quality of life for family 
  • Define eligibility of Pregnancy/Nutritional Allowance 
  • Examine OSAP eligibility and its impact on Financial Dependence/ Independence when Living with Parents from Clearinghouses and Directive 3.4 
  • Assess eligibility for Employment Benefits (FTEB) pursuant to Directive 7.4 
  • Interpret income exemptions on Registered Education Savings Plans (RESP) pursuant to Directive 4.7 and OW Regulation 134/98 
  • Examine Directive 3.8 and OSAP Enhancements in SAMS
  • Examine impact of withdrawal from school and the impact on overpayments and earnings exemptions pursuant to Directive 3.8 
  • Review Clearinghouse 2109 on pursuit of OSAP income 
  • Examine OSAP deductions based on Directive 3.8 
  • Examine OSAP Unearned Income calculations in SAMS 
  • Temporary Care Assistance Directive 3.10 (Recipient and Grandchildren) and applicable Clearinghouses 
  • Prepare and support a decision of ineligibility or rescind the decision through an Internal Review 
  • Read and interpret full context of Directive 3.10 in order to make a decision on the Appeal 
  • Become familiar with the Canadian Legal Institute (CanLII) on all Social Benefit Tribunals 
  • Review similar appeal on Grandparent Cases - CANLI 1009-08780R 
  • Review eligibility for Directive 7.7 on Other Benefits, and Directive 7.4 on OEEAAB and Up Front Child Care pursuant to Directive 7.4 and Child Care Monthly Expenses pursuant to Directive 5.3 on Earnings Exemptions and Childcare Deductions Directive 5.4 and EHB in Directive 7.3 and Clearinghouse 1833 on TCA and Interaction with EHB 
  • Determine Required Forms 
  • Determine Required Rates 
  • SAMS steps within the Training Environment on the Case Study  

NOTE: This is an interactive, virtual training session, which is different from a webinar. Participants will be expected to participate through voice and video, and to engage with each other and the facilitators in large and small group discussions, to learn from each other and practice skill development.

Who Should Attend?

  • Any Ontario Works front-line and management staff

  • Staff whose role requires knowledge of OW directives


Participants must be able to access the SA Extranet site during this training in order to navigate Directives, Legislation and Clearinghouse:

Format and Duration

Four three-hour and one two-hour online sessions over two weeks. 

Session Dates and Registration

There are currently no upcoming dates scheduled for this workshop.

If you would like to enquire about bringing this virtual session to your organization or staff, please contact OMSSA's Director, Education Christie Herrington.


  • Members: $575 + HST

  • Non-Members: $750 + HST

Technical Requirements

OMSSA will be hosting this virtual training using Zoom, an online, interactive training platform that you can join straight from your web browser, or by downloading 'Zoom Client for Meetings' on your computer or tablet

Participants will be expected to join the session via both video and audio. Participants should therefore have access to a desktop computer, laptop computer or tablet with:

  • a webcam or built-in camera

  • a built-in microphone or a headphone jack where you can plug in a headset or earphones

We strongly recommend that participants use a headset or earphones with a built-in microphone in order to limit background noise. 

System requirements: Click here for more detailed information on system requirements from Zoom.

About the Facilitators

David Thomas, social assistance trainer for OMSSA has been involved in the area of policy development and training for over 15 years. He worked for the Region of Durham in policy and research until 2017 and is now an independent consultant supporting municipalities in training, change management policy development, and human services integration. Many of OMSSA's members know David from past years employed by OMSSA as a social assistance trainer and Manager of Consulting and Training. David's networking with our members has continued to build superior working relationships over the decades and David continues to develop and facilitate curriculum for OMSSA. Prior to David's policy and training development he worked several years as a Caseworker and Employment Supervisor throughout the 1980s. David has a degree in Adult Education, a diploma in Social Services and is currently working on his Master's of Education through Athabasca University. 

Jamie Tyrell has been in the social and health services field for over 20 years, starting his career as a case manager with the Ontario Works program for the City of Cornwall. Jamie has also worked with the Province of Ontario helping implement new technology and business transformation for front-line staff with the Ministry of Community and Social Services. Jamie has helped trained front-line and supervisory staff on various SAMS modules and is working in tandem with OW Directives training to give participants a practical approach through an interactive SAMS experience.