20130402 ris slide-pres_day_one-u

Initial Training Course

51 AEC Gp Gutersloh

3 Sep 13

Resettlement Information Staff

Introductions

• Directing Staff:

• Resettlement Information Staff

• Name

• Unit

• ‘Day’ job

• Resettlement role(s)

Module 1-1Intro, Admin & Overview

Administration

• Nominal Roll

• Domestics• Emergencies• Toilets• Smoking• Phones• Refreshments• Lunch

• Evaluation Form


Course Materials

• Student folder

• Flags

• Post-it notes

• Folder & Blank Forms

• Handouts


Background

• Directorate of Educational Capability (D Ed Cap) is the Army lead for resettlement and has responsibility for this course

• AGAI, Vol 3 Chap 93 directs COs to appoint Resettlement Information Staff (RIS)

• HQ Army Mandatory Training Programme to prevent:

• Carelessness and lack of attention to detail (especially in administration)

• Deliberate obstruction of process (e.g. by those trying to retain a soldier)

• Failure to understand the processes

• Poor processing of paperwork

• Lack of duty of care


Jails 'hold 8,500 ex-servicemen'

Record numbers of ex-soldiers in UK jails as combat trauma blamed

Falklands war veterans have high suicide rate

Warning on ex-services homeless

To help avoid…

Jail for drug dealing ex-soldier


Course Aim

To prepare you for your resettlement role in order that you may make an effective and efficient contribution to the resettlement of

Service Leavers


Course Structure

• Day 1 – Overview of Resettlement, the Resettlement Team and their Roles and the Resettlement Processes.

• Day 2 – Resettlement Forms, Funding, JPA, Medical Discharges (MD) and Early Service Leavers (ESL).

Intro, Admin & Overview Module 1-7

Resettlement Information Staff Objectives

By the end of the 2-days, you will be able to:

• Provide basic resettlement information

• Carry out resettlement administration:

• At the start of SL’s resettlement

• During resettlement

• On an ongoing basis

• For less common cases

• Communicate resettlement issues with other stakeholders

• Support Service Leavers in their transition to civilian life


Overview of Resettlement

To set the context of Army Resettlement in order to provide a foundation for the remainder of the

course.


Lesson Objectives

• Identify key sources of information on resettlement

• Identify where to find the names and contact details of 2nd and 3rd line resettlement staff

• Acquire knowledge of the type of issues that affect those who are leaving or have left the Army

• Define the purpose and principles of Service Resettlement

• Demonstrate knowledge of the reasons why effective resettlement is important

• Describe the overall resettlement process


Purpose of Resettlement

“To enable Service Leavers in making a successful transition from a military to a civilian life “

JSP 534 - The Tri-Service Resettlement Manual


Key References for Resettlement Staff

• JSP 534 – Tri Service Resettlement Manual

• JSP 575 – Guidance Notes for Early Service Leavers Resettlement Staff

• AGAI 93 – Army First Line Resettlement Provision

• D/DPS(A)/33 PS4(A) dated 06 Aug 09 – Coordinating Welfare and Resettlement support needs identified during the transition to Civilian life and beyond

• Transition to Civilian Life – A Welfare Guide for the Service Leaver

• JPA Business Process Guides


Further Information

• Organisations, including:

• Career Transition Partnership (CTP)

• Service Personnel and Veterans Agency (SPVA)

• Ex-Service Charities

• Department for Work and Pensions (DWP)

• Universal Jobmatch

• Department of Education and Learning Northern Ireland (DELNI)

• Note: Further references in the Annex G to AGAI 93 including a full list of web sites


Tri-Service Resettlement Policy

Look in JSP 534 to identify the 7 principles of Service resettlement at para 0101

QUICK EXERCISE


Seven Principles of Tri-Service Resettlement

Tri-Service Resettlement Policy is underpinned by the following principles:

• To provide all Armed Forces personnel with access to timely and accurate resettlement information and advice.

• To provide Service leavers (SL) with access to resettlement provision based on best practice, which meets individual needs.

• To provide resettlement assistance on a graduated basis, both in terms of provision and time available, according to length of service.


• To provide contracted resettlement services, which include advice, workshops, training and job finding, which are flexible, responsive and effective so that they meet the individual needs of Service personnel, both in terms of accessibility and content.

• To provide resettlement assistance to all SL.

• To make available appropriate resettlement allowances to assist SL.

• To ensure that resettlement training, as long as it meets the appropriate training outcomes, is undertaken local to SL home base or available Service accommodation in order to reduce expenditure on T&S budgets.

Seven Principles of Tri-Service Resettlement JSP 534 para 0101


Exercise 1

(Student Workbook)

Introduction to Resettlement


The Resettlement Team

To identify those involved in supporting the SL through the

resettlement process and outline their roles.

Module 2-1The Resettlement Team

Lesson Objectives

The purpose of this lesson is to:

• Identify personnel within the unit who can assist SL during the resettlement process

• Improve understanding of the CoC responsibilities for resettlement

• Define the resettlement roles and responsibilities of first line staff

• Identify the roles and locations of local 2nd and 3rd line resettlement staff

• Demonstrate knowledge of the requirement to operate as part of the ‘Resettlement Team’ of 1st Line, 2nd Line, 3rd Line and other agencies

• Demonstrate knowledge of how resettlement is delivered in the Armed Forces

The Resettlement Team Module 2-2

List those in the unit who may have a role in, or responsibility for, assisting in the resettlement of service leavers

QUICK EXERCISE


First Line Resettlement Staff

First Line Responsibilities

• CO

• RIS

• C of C/Line Manager

• SL

• RAO & Unit HR Admin staff

• RCMO

• UWO

• Others eg Med staff

Responsibilities laid down in:• JSP 534• AGAI 93• JSP 575• DPS(A) letter• JPA BPGs


COWhat am I

responsible for?

It’s all in the AGAI…….

Appointing unit resettlement staff (URO, URC, ESL UIO, ESL UBO)

Ensuring resettlement roles

are filled or covered at all times….

…..and there are effective handover/

takeovers And Chain of Command support to

resettlement

Effective and timely unit

resettlement support


Chain of Command

And what are they responsible

for?Ensuring a

sensible balance between retention and resettlement

Notifying unit resettlement staff

when soldiers sign off

Taking an interest in soldiers’

resettlement plansEncouraging

soldiers to prepare in plenty of time

Promoting and enabling effective

resettlement, by….


Soldier

And what is he responsible for?

Thinking about employment,

qualifications, housing, finance, welfare, family,

health……

…..and doing something about

them

Preparing himself for leaving the

Army….


The Resettlement Journey

• Step 1 – First Line - Unit

• Step 2 – Second Line - IERO

• Step 3 – Third Line – Regional Resettlement Centre (RRC)

• Step 4 – Resettlement Preparation

• Step 5 – Terminal leave

• Step 6 – Discharge

Outline


• Step 1 – Individual & Unit:

• Individual’s JPA Notification

• RIS:

• Termination Forecast

• Initial Administration

• Basic Resettlement Information Interview

• Refer to IERO



• Step 2 – Second Line

• IERO at AEC

• Resettlement Advice Briefing (RAB)

• Resettlement Interview

• Advice

• Administration




• Step 3 – Third Line

• CTP – RRC

• Career Transition Workshop (CTW)

• Career Consultant Interview

• Personal Resettlement Plan (PRP)

• Financial Aspects of Resettlement (FAR)

• Housing Briefing



• Step 4 – Resettlement Preparation

• Third Line external provision

• Additional workshops

• Resettlement Training

• Civilian Work Attachment (CWA)

• Civilian Training Attachment (CTA)

• Employment Fairs

• Industry Days

• SL – Individual Resettlement Preparation (IRP)

• Job Hunting

• Interviews

• House Hunting

Module 2-12


• Step 5 - Terminal leave

• Service Leaver

• Final Administration (hand in ID card, submit resettlement claims)

• SPVA - Pen Form 1

• Move out of Service accommodation if not already vacated

• May start new employment



• Step 6

• Individual/Unit

• Final Discharge

• Transition into Civilian life


Summary

• The process of resettlement is a key part of a Service person’s life

• It is important that resettlement is carried out effectively, so that the Service Leaver is able to make as smooth a transition as possible to civilian life

• Those who are leaving the Army need to consider a wide range of issues from employment and housing to finance, welfare, lifestyle and dependants’ needs

• Activities related to resettlement may need to begin early in a Service person’s career (eg saving for a house or studying for a particular qualification). They become increasingly important in the last 2 years of service.

• A number of references underpin the delivery of resettlement services. These provide the key sources of resettlement information.


Questions?


Formal Unit Resettlement Roles

• Unit Resettlement Officer (URO)

• Unit Resettlement Clerk (URC)

• Early Service Leaver Unit Briefing Officer (UBO)

• Early Service Leaver Unit Interviewing Officer (UIO)


• Roles and responsibilities for RIS are divided between URO and URC resettlement admin staff

• The exact allocation of responsibilities will vary from unit to unit

• Responsibilities laid down in:

• JSP 534

• AGAI 93

• JSP 575

• DPS(A) letter

• JPA BPGs

Responsibilities


• Look at the responsibilities listed in AGAI 93 for:

• URO

• URC

• RCMO

• UWO

• RAO/Admin Staff

QUICK EXERCISE


First Line Responsibilities

URO

• Primarily responsible for the provision of accurate, timely and comprehensive Resettlement information.

URC

• Primarily responsible for the provision of accurate, timely and comprehensive Resettlement administration.

RCMO

• Information on transfer and other Armed Forces Career opportunities (eg FTRS)

• Information on personal and professional development

UWO

• SL with Welfare issues (medical, family etc)

RAO and admin staff

• Admin

• JPA Terminations Forecast

• Finance support and signposting


Resettlement Information Staff Responsibilities

• Provide information on basic resettlement entitlements

• Carry out resettlement administration

• At the start of Service Leavers resettlement

• During resettlement

• On an ongoing basis

• For less common cases


• Identify potentially vulnerable Service Leavers (URO)

• Support Service Leavers in their transition to civilian life


In addition to RIS responsibilities, Unit Admin Staff are responsible for

• Administering travel warrants

• Administering advances and refunds of IRTC

• Administering and paying authorized resettlement travel and subsistence claims reflected on:

• MOD Form 1746 and 1748

• Ensuring the input of claims on JPA

Unit Actions - Resettlement Claims

This is in accordance with JSP 534 Sections 4&5 and JSP 752 (Tri-Service Regulations for Allowances)


QUICK EXERCISE

• In groups discuss how, in your unit, you identify when people are entering the resettlement zone

• Is there any ‘best practice’ you can identify?


Maintaining a Nominal Roll

• Vital for keeping a track of Service Leavers and ensuring that they get started on the resettlement process in a timely manner

• Recommended procedure outlined in AGAI 93

• Created and updated from JPA Terminations Forecast

• Should list:

• All personnel in the unit who are in the zone for resettlement

• Personal details (Number, rank, name,

• Capbadge, sub-unit, discharge date)


Nominal Roll – Possible Approach

• On a monthly basis, obtain terminations forecast from JPA

• Export (eg into Excel) for manipulation

• Cross check forecast against existing nominal roll and amend accordingly

• Get sub-units to check JPA forecast and resettlement nominal rolls for accuracy and amend both where there are inaccuracies

• Put in place unit procedure for authorising officers to notify URO/URC that individual has signed off


• Prompt the SL to contact the SRA (IERO)/Resettlement Clk to arrange a Resettlement Advice Brief (RAB) ASAP but within 3 months of entering the final 2 years of service

• Prompt the SL to contact the SRA (IERO)/Resettlement Clk to arrange a Resettlement Advice Brief (RAB) ASAP but within 1 month of submitting Notice to Terminate (NTT)

• Advise SL to take along their JPA login and post-discharge details (if not already entered)

Booking Resettlement Interview

Timeliness is Key……


Second Line

Second Line

Service Resettlement Advisers =

IERO

Individual Education and Resettlement Officers (IERO)

Others could include:

• Admin Support Clerk• Other Education Staff• SO2 ETS Retention and Resettlement

AEC

Learning Development Officer (LDO)


Second Line - Responsibilities

• Inform SL about resettlement entitlements, training and employment opportunities

• Provide advice and guidance on the resettlement package that will best suit the individual SL

• Second Line administration

• Advice throughout the career on skills, experience and qualifications


Third Line

= MoD (TESRR) + Commercial Partner

(currently Right Management)

Third Line

CareerTransition Partnership


Rosyth

RRC Herford

Aldergrove

Catterick

Cottesmore

Plymouth Portsmouth

Tidworth London

Aldershot

Third Line

Regional Resettlement Centres (RRCs) (x10)

•Centre Manager•Admin Staff•Career Consultants•Regional Employment and Training Manager

Resettlement Training Centre (RTC), Aldershot


CTP Provision

* Not deductable against GRT ^Can be attended at any stage of service

• Workshops:• Career Transition Workshop*• Business Start Up• CV Writing• Management Consultancy• Interview Techniques• Job Finding• New Horizons in Retirement• Self Employment

• Allocated Career Consultant• Employment Fairs and Industry Awareness Days• Resettlement Briefings*^

• FAR• Housing


In House CTP Training Courses

• Accounting

• Basic Electrics

• Bricklaying

• Certified Security Consultant

• Computer Maintenance

• ECDL

• Log & Tpt Diploma

• Marketing and Selling

• NEBOSH

• PAT Testing

• Plumbing

• Potential Bursars

• PRINCE 2

• Property Maintenance

• Tiling and Texturing

Full list on CTP web site


Other Support Organisations

Service Personnel and Veterans Agency

Service Leavers’ Pack Termination Administration

Pensions, War Pensions, Compensation Focus for Veterans

Post discharge

Pre discharge


SPVA Veterans UK Web Site


• Many, including:

• Royal British Legion (RBL)

• Poppy Scotland

• SSAFA – Forces Help

• ABF – The Soldiers’ Charity

• Combat Stress

• Regimental Associations

• BLESMA

• Blind Veterans UK

• Royal Commonwealth Ex-Services League

• Forces Pension Society

Other Welfare Support OrganisationsEx-Service Charities


Name and Unit

Other Welfare Support Organisations Employment

Department fo

r Work and Pensions

Gov.uk – Job search

Royal British Legion

‘Civvystreet’

Regular Forces

Employment Association (RFEA)

& Officers’ Association


Other Welfare Support OrganisationsHousing

• Joint Service Housing Advice Office (JSHAO)

• Local Authorities

• Housing Associations

• Single Persons - SPACES

Mike Jackson House,

Aldershot

The Beacon,Catterick


Who else?

First Line

Units

Second Line

Service Resettlement Advisers =

IERO

Third Line

CareerTransition Partnership

DPS(A) D Ed Cap(A)Army Welfare Army Resettlement

TESRR(Tri-Service Resettlement Policy)

Implementation

POLICY

SPVA

Discharge and Veterans

ServiceCharities

(eg SSAFA, RBL)

National and Local Govt Bodies

(eg DWP, NHSlocal authorityhousing office)

Post dischargePre-discharge

The ‘Resettlement Team’


The Resettlement Team Key Message

There are lots of people and organisations out there whose aim it is to help the SL make a

successful transition to civilian life


Transition to Civilian Life – A Welfare Guide

On which pages would you find:

• The Resettlement Timeline

• Information about:

• Full contact details for the Royal British Legion

• Retaining Service families Accommodation

• How to Register with a doctor

• Career Transition Support

QUICK EXERCISE


RIS Responsibilities - Summary

• Provide basic resettlement information

• Carry out resettlement administration


• Support SL in their transition to civilian life


Questions?


Exercise 2

(Student Workbook)

Resettlement Journey

Resettlement Processes & Entitlements Module 3-1

The Service Leaver’s Resettlement Journey


Resettlement Processes & Entitlements

Detailing the categories and entitlements available to SLs


Lesson Objectives

By the end of the lesson, you will be able to:

• Identify categories of Service Leavers

• Explain Entitlements

• Understand the importance of the Service Leaver’s Pack


Categories and Entitlements of SL

• Early Service Leaver (ESL)(< 4 years or compulsorily discharged)

• Lose right to formal resettlement

• Unit briefing, interview and support

• Normal Service Leaver with 4-6 years

• Employment Support Programme (ESP) - (2nd line + Career and Employment Consultant)

• Normal Service Leaver with over 6 years

• Full Resettlement Programme (FRP)

• Medical Discharge (including Mobilised Reservists)

• Full Resettlement Programme

Resettlement Entitlements


Employment Support Programme (ESP)4-6 Years Service

• Must register with IERO (JPA form 1173)

• An interview, with a Career Consultant (travel warrant allowable), during which the SL:

• Prepares PRP with Consultant

• Receives regional employment advice

• Access to the CTP for 2 years post discharge

• Access to the Regular Forces Employment Association (RFEA)/Officers Association (OA) throughout their working life



4-6 Years Service• Receives RAB from 2nd line (IERO)

• May also attend:

• Financial and housing briefings

• Employment fairs

• May apply to attend CTP in-house training

• On payment

• On a standby basis

• Using annual or terminal leave

• Providing places are available




FRP >6 years or MD

Time

• GRT Up to 35 Days

Financial Support

• IRTC Grant and Travel Warrants

Advice

• Personal Career Consultant Allocated

• Personal Resettlement Plan (PRP) Devised

• Regional Employment Training Manager (RETM)



Briefs

• Mandatory IERO Brief

• CTW (3 Days)

• Retirement Options

• Future Employment Options

• Self Employment Awareness

• Small Business Start Up

• CV Writing

• Interview Skills

• FAR and Housing Brief

Module 3-9


Vocational Training

• Access to Over 50 various resettlement training courses

Post Discharge Support

• Access to Consultant (up to 2 years)

• RFEA and OA support for life


• Length of Service = Discharge Date - Enlistment Date (less any Broken Service)

• Look up basic resettlement entitlements in JSP 534

Calculating Basic Resettlement Entitlements


QUICK EXERCISE


Entitlement Table – JSP 534 Para 0312



Years Service Normal Discharge Medical Discharge

CTP GRT IRTC Warrants CTP GRT IRTC Warrants

<1 No 0 No 0 FRP 10 Yes 4

1+ No 0 No 0 FRP 30 Yes 6

4+ ESP 0 No 0 FRP 30 Yes 6

6+ FRP 20 Yes 4 FRP 30 Yes 6





• Individual Resettlement Training Cost (IRTC)

• Graduated Resettlement Time (GRT)

• Individual Resettlement Preparation (IRP)

• Civilian Work Attachment (CWA)

• Civilian Training Attachment (CTA)



Individual Resettlement Training Cost (IRTC) Grant

• £534 to help meet the costs of any type of resettlement training

• 80% advance of this up to a maximum of £427.20 on MOD Form 1746. Claim the rest back after completing the course using MOD Form 1748

• IRTC is claimed on JPA (Refer to Allowances section on JPA website)



Graduated Resettlement Time (GRT)

Can be used for the following:

• CTA: With CTP or External Provider

Travel & Subsistence claimable

• CWA: ‘Trial Attachments’ - ‘Work Experience’

Travel & Subsistence claimable

• IRP: House Hunting, Job Interviews, schools etc

Travel claimable; no Subsistence.



Travel and Subsistence

• GRT days attract subsistence in certain circumstances

• JSP 534 para 0413 states:

• Resettlement training through external training providers should, where possible, be undertaken locally (ie within 50 miles road or 90mins by public transport) to the SL’s unit SLA, other available SLA or home accommodation


Resettlement Training and Accommodation Rules

• JSP 534 para 0413 – para 0415

• Resettlement training, as long as it meets the appropriate training outcomes, is to be undertaken local to SL home base or available Service accommodation in order to reduce expenditure on T&S budgets

• Non-local or overseas training should only be agreed as an exception and to meet training outcomes not available locally in the UK

• Where they meet the appropriate training outcomes, CTP courses should be considered as courses of first choice


Resettlement Training and Accommodation Rules

• SL are to be provided with Service accommodation, under unit arrangement, if it is available in the area of the CWA or CTA

• Or it may must be booked through the Defence Hotel Reservation Service (DHRS)

• Tied accommodation may be offered by the training provider under residential course arrangements or where an arrangement has been agreed to reduce overall costs to the department. All tied accommodation must meet the minimum standard detailed on JSP 534 Para 0415. NEEDS REVISING


Unit Retention of Documentation

• Minimum period of 6 years to comply with HMRC audit regulations.

• Must ensure retained resettlement documentation is readily retrievable.



• Questions to ask SL:

• Why do you want to conduct the course overseas?

• Could it be done in the UK and at less cost?

• If the SL still wishes to go overseas instruct them to:

• Speak to IERO at the earliest opportunity.

Civilian Work and Training Attachments Overseas



If authority for overseas activity is approved:

• 8 weeks’ notice is required for processing applications!

• MOD obtains political clearance.

• MOD authorises trip - not unit.

• Unit applies for security clearance.


• Personnel can start resettlement early if over 50 or with over 30 years service

• Special provisions for medical discharge - JSP 534, Section 6

• Travel and subsistence entitlement details in JSP 534, but authority is JSP 752 – Tri-Service Regulations on Allowances

• Where any cases are complex, always consult the IERO

Basic Resettlement Entitlements

Summary Resettlement Entitlements


• Checking and explaining entitlements – key points:

• Resettlement entitlements are laid down in JSP 534

• JPA will calculate the SL’s basic resettlement entitlements based on length of service, calculated from enlistment and discharge dates

• JPA calculations can be incorrect if there are inaccuracies in SL record. The engagement and discharge dates and entitlements should therefore be checked by the RIS



• There are additional rules that cover

• Those who re-engage

• Those on Versatile Engagement (VEng)/Open Engagement

• Those who re-enlist

• Those who transfer to another service

• Full Time Reserve Service (FTRS)

• Military Provost Guard Service (MPGS)

• Those on additional maternity leave who decide not to return to work

Resettlement processes


Service Leavers’ Pack and Pension slides

• Sent to SL automatically by SPVA

• Triggered by JPA record, so record must be accurate (discharge date; current address)

• RIS should ensure SL is aware of the importance of the pension form

• RIS should ensure SL is aware of the SPVA Service Leavers Pack and should check that the pack has been received

• If not, pack is downloadable from SPVA website:

https://www.gov.uk/government/publications service-leavers-pack

• Or by accessing JPA portal Login Page, selecting SPVA Home from options at the top screen, selecting services and then Service leavers pack from the drop down menu.


Service Leavers’ Pack

Contains:

• Service Leavers’ Guide

• Pension Application Form

• Charities Consent Form

• Termination Timeline Checklist


Service Leavers’ Pack

Contains useful information on:

• The Termination Process

• Resettlement, Jobs and Housing

• Pay, Pensions and Other Benefits

• Help from Service and Ex-Service Organisations

• Service with Reserve Forces


The Pension Form

• Pension Form (AFPS Pens Form 1) must be filled in for pension and immediate benefits to be paid

• Completing and returning it is a LEGAL requirement

• Further information is in the SPVA Service Leavers’ Pack

• Form is complex, so seek assistance from admin office if there is any uncertainty

• Should be completed on JPA if at all possible

Module 3-28

PENSION FORMPension Form


Summary

Unit has key role in successful resettlement, especially getting SL started

• First tasks are:

• Assisting with JPA admin processes

• Giving SL information on basic entitlements

• Refer any complex cases to Second Line

• There are many organisations involved in the SL’s resettlement

• All have an important role to play in the SL’s return to civilian life

• It is key that all work well together in order to make the SL’s resettlement as effective as possible


• Initial tasks completed by RIS:

• RIS have a critical role to play in the successful resettlement of Service Leavers, getting people to think early about life after the Army and working closely with 2nd and 3rd Line

• Obtain copy of Unit Termination Forecast (monthly)

• Check entitlement in JSP 534 based on SL’s length of service, check correct on JPA and if incorrect or uncertain check with Unit HR staff or IERO.

• Explain entitlements to SL, overall process and issue current resettlement guidance material

• Arrange resettlement briefing/interviews with 2nd line

• Initiate a file to maintain a record of resettlement activity

• Ensure SL is aware of the importance of the pension form

• Ensure SL is aware of the SPVA Service Leavers’ Pack

Resettlement Processes


End of Day 1 Revision Exercise

Wash Up Module 3-32

Questions?

Wash Up Module 3-33