OCL Form 2 "Management Plan - Schedule "a" to Judgment" - Ontario, Canada

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Form 2
Management Plan -
Ministry of the
Office of the
Schedule “A” to Judgment
Attorney General
Children's Lawyer
To be completed for an Application for Guardianship over the Property (Personal Injury Award or
Settlement) of a Minor (A Person Under 18) under the Children's Law Reform Act.
1. This management plan is provided as part of the application made by:
Full name of applicant
First Name
Last Name
Middle Name
Full name of applicant
Middle Name
Last Name
First Name
Full name of applicant
First Name
Middle Name
Last Name
to be appointed as guardian of the property of the minor: (referred to throughout this management plan as
the minor)
First Name
Middle Name
Last Name
Date of Birth (yyyy/mm/dd)
2. Guardianship of Property
The minor has property further to the award/settlement of a claim regarding (insert nature of personal injury
claim below e.g. medical negligence, motor vehicle accident)
bearing Court file number
in which the minor:
First Name
Last Name
(Insert name of
minor)
born (yyyy/mm/dd)
was the: (Select one)
Primary plaintiff
Derivative plaintiff
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OCL Form 2 Management Plan
© Queens Printer, May 2021
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Form 2
Management Plan -
Ministry of the
Office of the
Schedule “A” to Judgment
Attorney General
Children's Lawyer
To be completed for an Application for Guardianship over the Property (Personal Injury Award or
Settlement) of a Minor (A Person Under 18) under the Children's Law Reform Act.
1. This management plan is provided as part of the application made by:
Full name of applicant
First Name
Last Name
Middle Name
Full name of applicant
Middle Name
Last Name
First Name
Full name of applicant
First Name
Middle Name
Last Name
to be appointed as guardian of the property of the minor: (referred to throughout this management plan as
the minor)
First Name
Middle Name
Last Name
Date of Birth (yyyy/mm/dd)
2. Guardianship of Property
The minor has property further to the award/settlement of a claim regarding (insert nature of personal injury
claim below e.g. medical negligence, motor vehicle accident)
bearing Court file number
in which the minor:
First Name
Last Name
(Insert name of
minor)
born (yyyy/mm/dd)
was the: (Select one)
Primary plaintiff
Derivative plaintiff
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OCL Form 2 Management Plan
© Queens Printer, May 2021
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To the best of my knowledge and belief, the award/settlement funds belonging to the minor are as follows:
Particulars
Applicable
Amount
Lump sum payment
Yes
No
%*
Monthly annuity payments indexed at
Yes
No
Lump sum payments commencing on
Yes
No
*
and recurring every
*as set out in the structure printout attached as Schedule “B” to this management plan
List additional property, if any, from the award/settlement
3. Real Property (Where Applicable)
From the property described in section 2, funds up to a maximum amount of $
will be used to purchase and/or modify housing for the minor's accessibility needs, subject to the mandatory
requirements set out below. This amount shall include the building/modifications assessment, all land
transfer tax, legal fees, essential service connections, and home inspections.
Yes
Not Applicable
A building/modifications assessment has been prepared
Yes
No
If yes, the building/modifications assessment has been prepared by: (Insert name of assessor below)
and will be carried out under the direction/ supervision of: (Insert name of director/supervisor below)
The plan includes the following: (e.g. elevator, ramps, Snoezelen room, attendant care suite etc.)
If no, a building/modifications assessment will be obtained prior to the matter being returned to the Court, on
notice to the Children's Lawyer, for Court approval of the purchase and/or modification of a specific home
for the minor. The plan will include the following: (e.g. elevator, ramps, Snoezelen room, attendant care
suite etc.)
Particulars
Estimated Cost
Total
The title to the real property shall be registered in the name of
First Name
Last Name
the minor (Insert
name of minor)
Provide details
The parents of the minor shall personally pay all utilities, taxes and insurance pertaining to the real property.
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4. Vehicle, Mobility & Personal Care Equipment (Where Applicable)
I/we have listed below the equipment that the minor will need, in accordance with the cost of care report of
(Insert name of author of report and date of report below)
Dated
Particulars
Applicable
Estimated Cost
Wheelchair Accessible Vehicle*
Yes
No
Adjustable Bed/Hydraulic Lift
Yes
No
Toilet Commode
Yes
No
Shower Chair
Yes
No
Exercise Ball, Exercise Table, Exercise Mat and Rolls, Tumble Wedge
Yes
No
Walkers/Standers
Yes
No
Wheelchair - Manual
Yes
No
Wheelchair - Electric
Yes
No
GI Feeding Equipment
Yes
No
Total
The guardian of property may use the lump sum funds for additional devices for the minor provided that
each expenditure is:
a) recommended in writing by a healthcare professional, as defined under Schedule 1 - Self Governing
Professions - of the Regulated Healthcare Professionals Act, 1991; and
b) does not exceed $3,000.00.
*The minor's contribution to the vehicle purchase will be registered under the Personal Property Security
Act and I will provide the Office of the Children's Lawyer with documentation confirming this registration
within 60 days of the purchase of a wheelchair accessible vehicle.
5. Therapy and Medication
I/we have listed below the therapy and medications that the minor will need, in accordance with the cost of
care report of : (Insert name of author of report and date of report below)
Dated
Present to 18 years of age
Service/Therapy
Applicable
Monthly
Annually
Case Management
Yes
No
Occupational Therapy
Yes
No
Physiotherapy
Yes
No
Speech/Language Therapy
Yes
No
Medications/GI Dietary Supplements
Yes
No
Total
The guardians of property may reallocate funds as between the various therapies and services noted under
section 5, so long as the amount does not exceed the total annual funds available for same.
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6. Nursing, Attendant & Respite Care (Where Applicable)
Particulars
Applicable
Per Hour
Monthly
Annually
Weekday Attendant Care
Yes
No
Weekend Attendant Care
Yes
No
Respite Care - Weekday
Yes
No
Respite Care - Weekends
Yes
No
Nursing Care - Weeknights
Yes
No
Nursing Care - Weekends
Yes
No
Total
7. Capacity Assessment (Where Applicable)
I/we shall arrange for a capacity assessment for the minor, to be conducted in accordance with the
Substitute Decisions Act, 1992, at least three months prior to and no more than six months prior to the
minor attaining the age of eighteen (18) years, to determine the minor's capacity to manage property. The
reasonable cost of the capacity assessment will be paid for from the minor's funds.
Yes
Not Applicable
8. Reserve Fund (Where Applicable)
I/we have listed below the amounts from the award/settlement funds that I/we will deposit into monthly GICs
or interest generating savings accounts to maintain a reserve fund for the purpose of replacing the minor's
transportation and mobility equipment in accordance with the cost of care report of (Insert name of author of
report and date of report below)
Yes
Not Applicable
Dated
Present to 18 years of age
Particulars
Monthly
Annually
Modified Vehicle Replacement Fund
Mobility Equipment Replacement Fund
Total
9. Investment Plan
If at any time I/we am/are holding a balance of funds in excess of $10,000 which is not immediately required
for the purposes described above, such balance will be invested in guaranteed investment certificates,
treasury bills, term deposit or similar secured investments.
The minor's monies will not be disbursed except to the extent set out in this management plan. I/we will
not seek nor will I/we take compensation or any management fees for my/our role as guardians of property
for the minor.
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10. Undertakings and Acknowledgement of the Applicant(s)
I/we acknowledge that I/we read the above plan and understand its contents.
I/we shall abide by the terms of the Management Plan approved by the Court.
I/we shall keep true and accurate records and accounts of all transactions, including investments,
receipts and disbursements and shall account for the guardianship as required.
I/we understand that our authority to manage the minor's property under the Children's Law Reform Act
ends when the minor attains the age of eighteen (18) years, and that at such time I/we shall hand over
any amounts beneficially owned by the minor, remaining in our control, to the minor, subject to further
Order of the Court.
*These terms are only intended to be used for a minor's personal injury award/settlement. Please see Form
1 for Management Plan terms where no minor's personal injury proceeds.
Name of Applicant
Signature
Date (mm/dd/yyyy)
Name of Applicant
Signature
Date (mm/dd/yyyy)
Name of Applicant
Signature
Date (mm/dd/yyyy)
Print
Clear Form
Save
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