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

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Student standing in front of their parent who is holding a moving box

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 workshop through your host trainers.

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

  • Learn Stability Supports 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 workshops.  

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

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

  • Examine Stability Supports 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 workshop, 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 workshops over two weeks. 

Workshop Dates and Registration

There are currently no upcoming dates scheduled for this workshop. If you would like to enquire about bringing this virtual workshop to your organization or staff, please email


  • Members: $575 + HST

  • Non-Members: $750 + HST

Technical Requirements

OMSSA will be hosting this virtual workshop using Zoom, an online, interactive 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 workshop 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

Kirby Steinhoff has been in the employment and social services field for over 10 years, starting as a frontline crisis counsellor in a domestic violence shelter transitioning to Ontario Works case management with Norfolk County and is currently employed with Halton Region as an Integrated Case Manager. Kirby has worked as a trainer and policy developer within Halton Region and is considered a subject matter expert and has trained both front-line and supervisory staff on various SAMS modules and directives, while with Halton Region.

Kirby has completed an Undergraduate degree from Western University in Women’s Studies and Feminist Research, a diploma in Human Resources from Fanshawe College and Master of Arts in Labour Studies from McMaster University with research focused on social policy, inclusion and contemporary work. 

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.