This part contains all the information of the registered debt counsellor.

oThis part will contain all the information regarding the clients' case details.

Number of applications received:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Application dates precede the inserted end date.

Number of cases accepted (Social contracts signed):

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Accepted"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Accepted"

§Application dates precede the inserted end date.

Number under consideration:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Under Consideration"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Under Consideration"

§Application dates precede the inserted end date.

Number of cases rejected:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§Termination Reason "Rejected:Form 17.2 option A"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§Termination Reason "Rejected:Form 17.2 option A"

§Application dates precede the inserted end date.

Review terminated as per Section 86 (10) of the Act:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§Termination Reason is not "Rejected:Form 17.2 option A"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§Termination Reason is not "Rejected:Form 17.2 option A"

§Application dates precede the inserted end date.

Please indicate the reasons for rejecting the application:

oAll necessary documents not supplied:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "All necessary documents not supplied"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "All necessary documents not supplied"

§Application dates precede the inserted end date.

oConsumer failed to respond to reasonable requests:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "Consumer failed to respond to reasonable requests"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "Consumer failed to respond to reasonable requests

§Application dates precede the inserted end date.        

oConsumer not over indebted:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "Consumer not over indebted"

§Application dates fall within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "Consumer not over indebted"

§Application dates precede the inserted end date.

oOther:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A".

§The Rejection Reason is "Other"

§Application dates fall within the inserted date range.

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is currently on "Terminated"

§The Termination Reason "Rejected:Form 17.2 option A"

§The Rejection Reason is "Other"

§Application dates precede the inserted end date.        

oAnalysis of Work In progress.        

oWork In Progress

oLess than 30 Days

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§Application date is less than 30 days before the inserted end date

§Application date falls within the inserted date range.

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§Application date is less than 30 days before the inserted end date

§Application date precedes the inserted end date.        

o>30 Days- Await feedback from Creditors

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§Client has not been uploaded to Hyphen

§1 or more active obligations have a "COB Received From" that is not "Creditor"

§Application date is more than 30 days before the inserted end date

§Application date falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§Client has not been uploaded to Hyphen

§1 or more active obligations have a "COB Received From" that is not "Creditor"

§Application date is more than 30 days before the inserted end date

§Application date precedes the inserted end date.                                        

o>30 Days Await feedback from Consumer

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§Application date falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§Application date precedes the inserted end date.

§Cases Restructured

oProposals made to Magistrates Court

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Date Court Order Granted" is inserted

§Date Court Order Granted falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Date Court Order Granted" is inserted

§Date Court Order Granted precedes the inserted end date.        

oRestructure orders  issued by Magistrate

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Restructure Order Date" is inserted

§Restructure Order Date falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Restructure Order Date" is inserted

§Restructure Order Date precedes the inserted end date.                                        

oVoluntary Consent orders Filed

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§The "Voluntary Consent" checkbox has been marked

§Application Date falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§The "Voluntary Consent" checkbox has been marked

§Application Date precedes the inserted end date.                        

oClearance certificates issued:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Clearance Certificate Date" is inserted

§Application date falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Clearance Certificate Date" is inserted

§Application date precedes the inserted end date.        

oClient defaults:

oThis quarter - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Client Default Date" is inserted

§Application date falls within the inserted date range

oSince start of services (running total) - This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted"

§A "Client Default Date" is inserted

§Application date precedes the inserted end date.

oThis part will contain all the social economic information of the applicant as well as the spouse if the applicant is married.

Income: Gross Income (Income from salary advice before any deductions):

oThis will indicate the income of the applicant and spouse before expenses for cases accepted for the last quarter.

o This figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted".

§The client (spouse) income must fall within one of the income ranges.

§Application date falls within the inserted date range.

Race:

oThis will indicate the race of the applicants accepted for the last quarter.

oThis figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted".

§The clients race must be one of the races stipulated.

§Application date falls within the inserted date range.

Gender:

oThis will indicate the gender of the applicants for cases accepted for the last quarter.

oThis figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted".

§The client's gender must be one of the genders stipulated.

§Application date falls within the inserted date range.

Age:

oThis will indicate the age of the applicants for cases accepted for the last quarter.

oThis figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted".

§The client age must fall within one of the age ranges (determined by the ID Number).

§Application date falls within the inserted date range.

Economic sector of employment:

oThis will indicate the employment sector of the applicants cases accepted.

oThis figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted".

§The clients employment sector must be one of the sectors stipulated.

§Application date falls within the inserted date range.

oThis part will contain the indebtedness profile of the applicant and reckless credit.

Indebtedness profile of cases accepted into program this quarter:

oThis will indicate the amount of cases that were accepted for indebtedness into the program.

oView Table B for the information.

Number of cases accepted with reckless credit:

oThis will indicate the amount of cases that were accepted with reckless credit agreements.

oThis figure displays the number of clients matching the following criteria:

§Status is Currently on "Accepted".

§Where one or more obligations have an agreement type of "agreement reckless".

§Application date falls within the inserted date range.

TABLE A Of cases accepted please provide an analysis of restructuring progress of Work in progress more than 30 days:

oThis table will indicate the cases that were accepted but is still a work in progress one of the reasons must be provided.

oThis displays the list of clients matching the following criteria:

§Status is Currently on "Accepted"

§Client has not been uploaded to Hyphen

§1 or more active obligations have a "COB Received From" that is not "Creditor"

§Application date is more than 30 days before the inserted end date

§Application date falls within the inserted date range

TABLE B Indebtedness profile of cases accepted this quarter:

oThis table will indicate all the cases that were accepted, this table will also give a budget summary of each case

oThis displays the list of clients matching the following criteria:

§Status is Currently on "Accepted".

§Application date falls within the inserted date range.

TABLE C Reckless agreements:

oThis table will the list cases that were accepted with reckless credit agreements.

oThis displays the list of clients matching the following criteria:

§Status is Currently on "Accepted".

§Where one or more obligations have an agreement type of "agreement reckless

§Application date falls within the inserted date range.