Annex C - Appendix 1 - Initial Transition Process Commanding Officer Checklist

The checklist is intended as a tool for Unit Commanding Officers (CO) to ensure that transitioning members are completing all the steps as currently mandated in Operation TRANSITION, and as outlined in Annex C of My Transition Guide – Transitioning from Military to Civilian Life.

Although responsibility ultimately rests with the CO to ensure the appropriate actions are taken, it is recognized that the CO may delegate many of the below-mentioned responsibilities to subordinate leaders within their unit.

As required, meet with the member and review the member’s Initial Transition Process progress. As needed, assist the member with completing the various administrative requirements necessary for a departure from the CAF. Where possible, facilitate and support all aspects related to transition to civilian life.

Support the member and his/her family through provision of a supported six-month transition period wherein the member is provided the flexibility to plan for and action transition-related activities, and can be freed, when feasible, from regular duties, deployments, exercises, etc., in order to do so. This will enable the member to focus on implementing their transition plan and support their transition/release process to better prepare themselves and their family for transition.

In accordance with Operation TRANSITION direction, all members shall be granted 30 calendar days prior to the date of release to concentrate solely on transition activities and release administration during which they are unavailable for tasking or employment within unit. The focus must be on enabling them to complete ALL ADMINSTRATIVE ASPECTS PRIOR TO THEIR RELEASE.

The following page is the formal checklist that will be used to ensure all CAF members have completed all the steps required to transitioning from military to civilian life. The endnotes include more information related to each of those step. CO’s are to ensure that the completed checklist is included in the members release file.

CO’s Checklist – Initial Transition Process – Op TRANSITION

Service Number:
Rank/Name:
Date of Release:
UIC: 
Step 1 – Retention Options (Voluntary Release)i

Completed (Check X)

Option(s) selected:

Comments:

Step 2 – Access to My Transition Guide, My Transition Services App and Transition websiteii Member informed:
Step 3 – Initiate the supported six-month (or otherwise applicable time frame) Transition Period (Voluntary Release)
Transition Period Commencement Date:
Step 4 - Sign up for ‘My VAC’ accountiii
Member informed:
Step 5 - Complete the Mandatory Enhanced Transition Training (ETT) through the DLN LMSiv

Member informed of requirement:

Member certification Received:

Step 6 – Attend local SCAN seminar,job/education fairs, transition workshopv
 
Member informed:
Step 7 – For medically releasing members,direct them to attend the local Transition Centrevi
 
Member informed:
Step 8 – Meet with VAC to explore potential Transition benefits and services, such as Career Transition Services (CTS) and Education & Training Benefit (ETB) Completed:
Step 9 – Complete release administration and out-clearance processvii
Completed:
Step 10 – Initiate 30-Day Protected Period prior to release date
Date of Commencement:
Step 11  Mandatory Depart with Dignityviii
Completed:

Step 12 : In accordance with Op TRANSITION, I certify that the member has completed the above steps and is “ready to transition”.  

Notes

i. Retention Options: Receive and respond to the member’s Notice of Intent to Release

  1.  Review the member’s personnel file, interview the member (and family if possible) to discuss the circumstances around the release. You should explore the following:
    • Clarify the member’s personal information;    
    • Clarify the member’s reasons for requesting a voluntary release;    
    • Clarify the member’s expectations from the C of C; and      
    • Discuss options for retention (e.g. what are member needs that CAF is not providing currently and that, if provided, would change his/her decision to transition?). Various retention options are available such as Voluntary Occupation Transfer, Commissioning Plan, Component Transfer, Leave without Pay, Posting possibility, Formal Flexible Working Arrangements, Parental and Education Leave, DND Civilian Employment and Other Federal Public Service opportunities.
    • Assess member willingness to meet with specialist(s) to assess other options (e.g. BPSO)
  2. If no retention option is selected, continue to support and facilitate the member’s transition experience.
  3. For compulsory release, member is informed of the release date and will ensure that the transition process starts as soon as possible, to best facilitate a successful transition.
  4. For members undergoing Medical Release, consider the complexity of their situation and initiate posting to CAF TG Transition Centre (formerly JPSU/IPSC) for those with high risk or complex needs if applicable.

ii. Access to My Transition Guide, My Transition Services App and Transition website

  1. The member should be aware that information related to his/her transition is available in My Transition Guide and My Transition Service App. My Transition Guide – Transitioning from Military to Civilian Life is available in hard copy, online, and in downloadable PDF version, in both official languages. The member should be aware that CAF and VAC information, including links to supporting mechanisms for transition/release and available benefits are now centralized to https://www.canada.ca/military-transition . My Transition Guide and My Transition Services App (Android and Apple) are available on the Transition Website.

iii. Sign up for ‘My VAC’ account

  1. The member should sign up to My VAC account at the beginning of the transition/release process, in order to establish a formal connection with VAC and enable exploration and/or application for applicable VAC benefits and services, immediately and/or in the future.

iv. Complete the Mandatory Enhanced Transition Training (ETT) through the Defence Learning Network Learning Management System (DLN LMS)

  1. All CAF Reg F and P Res who have completed their Basic Military Qualification (BMQ) or Basic Military Officer Qualification (BMOQ) training are required to complete the training prior to leaving the CAF and this module based training comprises essential information to support members transitioning. Personal DWAN account (forces.gc.ca) is required. All efforts to ensure access to DWAN account for those members who do not have a DWAN account should be taken. If all possible attempts were taken and the member still does not have a DWAN account, a waiver could be requested.
  2. It is essential to highlight to each member the importance to complete this training in order to have all the information required to assist their transition experience and receive all the benefits that are available to them.
  3. A Mandatory ETT Waiver request should be directed to DTSP and justified (e.g., medical reason). To request a waiver, forward an email to DTSP Positional Mailbox with all the information requested in the format provided at Appendix 2 of Annex C.

v. Attend local SCAN seminar, job/education fairs, career transition workshop

  1. The member should be informed that the PSOs have SCAN material (e.g., SCAN seminars, Career Transition Workshop, individual counselling) available to them. Also, the SCAN seminar presentations are available on-line in the Transition website.

vi. For medically releasing members, direct them to set up an appointment at the local Transition Centre

  1. Inform the members to engage with Manulife for CAF LTD to ensure income replacement post release, with CAF VRP to commence educational transition pre-release and with VAC to determine medical and/or psychosocial rehabilitation requirements.

vii. Complete release administration and out-clearance process

  1. Ensure the member is aware of and is given an appropriate time to undertake the various release out-clearance appointments.
  2. Ensure there are no outstanding Honours & Awards due to the member.

viii. Mandatory Depart with Dignity

  1. Arrange for, and ensure the member receives a Depart-with-Dignity (DWD) ceremony as per CF Military Personnel Instruction Depart with Dignity 01/09.
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