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Sponsorship agreement holder organizational assessment: Get ready to complete the assessment

Before you complete your assessment template, you should get your required and supporting documents ready.

Complete mandatory training

The following people must complete renewal training through the Refugee Sponsorship Training Program (RSTP):

Signing authority

This is someone a sponsorship agreement holder authorizes to sign and submit sponsorship applications on its behalf.

You can also have other SAH representatives complete the training, but it isn’t required.

Contact the RSTP to find out how to complete renewal training

Include your training certificates with your assessment package.

For the 2022 assessment period, you have until February 1, 2023 to send us your training certificates if you don’t get them in time to include with your assessment package.

Get your financial statements ready

We’ll review your financial statements as part of our financial assessment.

Make sure you have financial statements from the most recent financial year available that are

There’s an exemption for the 2022 assessments. You can choose not to give us audited financial statement. Learn more about this exemption.

Temporary exemption for the 2022 assessment

We’re giving sponsorship agreement holders a one-time exemption for the 2022 organization assessment.

We’ll place you in risk management plan C, instead of letting your agreement expire if

  • you can’t or won’t submit audited financial statements
  • you submit audited financial statements, but fail the financial viability assessment

If you use this exemption, you’ll move to risk management plan B after 2.5 years if you show you can manage your operational risks. You’ll still need to show us a settlement plan and proof of funds for each sponsorship application until your next assessment.

Gather supporting documents

You must include these documents when you submit your assessment template.

  1. Proof of incorporation (or articles of incorporation)
    • This is a copy of the certificate you were issued in Canada by a provincial, territorial or federal body. It must show that your SAH has been incorporated for at least 2 years.
  2. Financial statements
  3. Proof of Canadian citizenship, registered Indian status or permanent resident status
    • You must include proof of Canadian citizenship, registered Indian status or permanent resident status for these people:
      • your organization’s president or chair (or an equal position)
      • your main contact
      • all representatives with sponsorship signing authority
    • Proof could be a copy of one of these documents:
      • Canadian certificate of registration of birth abroad
      • Canadian citizenship certificate
      • Canadian passport
      • Canadian provincial or territorial birth certificate
      • confirmation of permanent residence
      • Indian status card
      • permanent resident card
      • record of landing
  4. Criminal record checks
    • You must include a copy of a criminal record check issued by a police department in the last 6 months for these people:
      • the SAH’s president or chair (or an equal position)
      • your main contact
      • all representatives with sponsorship signing authority
    • Contact your local police to find out how to get a criminal record check.

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