Task 1 Initial Instructions

Allocate a Custom Questionnaire

New File Information

Send Standard Document

Add an automatic keydate to matter

CHASECLI – In 7 Days if the instruction paperwork has not been returned

Task 2 Instruction Paperwork Returned

Meet unmet keydates by type

CHASECLI – Instruction paperwork has been returned

Add an automatic keydate to matter

REVIEW After 7 days Draft the COP1 form when the application form is received

Add an automatic keydate to matter

COP3_A After 7 days Draft COP3 Form

Add an automatic keydate to matter

COP4 AFTER 7 DAYS DRAFT THE cop4 FORM

Task 3 COP1 Application Form

Allocate a Custom Questionnaire

Deputyship – Application Details

Display a message to the user

You must notify at least 3 people of this application. Please complete their details on the following screens

Allocate a Custom Questionnaire

Deputyship – Respondent Details

Allocate a Custom Questionnaire

Notified People

Allocate a Custom Questionnaire

Social Services – Will only run if application is for the Appointment of deputy for personal welfare

Display a message to the user

Please check and complete the COP1 Application form along with relevant Annex

Send Standard Document

Send Standard Document

Will only run if Appointment of deputy for property and affairs

Send Standard Document

Will only run if Appointment of deputy for personal welfare

Meet unmet keydates by type

REVIEW

Add an automatic keydate to matter

Review after 14 days can the application be sent to COP

Task 4 COP3 Assessment of Capacity

Allocate a Custom Questionnaire

Capacity Assessor or Doctor

Display a message to the user

Please complete Part A of this form only

Send Standard Document

Send Standard Document

Meet unmet keydates by type

COP3_CA

Add an automatic keydate to matter

COP3_CA after 7 days has the Cop 3 been returned to the capacity assesor.

Task 5 COP3 Assessment of Capacity Completed

Meet unmet keydates by type

COP3_CA

Task 6 COP4 Deputy’s Declaration

Send Standard Document

Send Standard Document

Display a message to the user

Please enclose a copy of COP1 with letter

Add an automatic keydate to matter

CHASECLI – 7 Days chase if applicant 1 hasn’t returned the completed COP4

Send Standard Document

Will only run If Applicant 2 exists

Send Standard Document

Will only run If Applicant 2 exists

Display a message to the user

Please enclose copy of COP1 with letter. Will only run If Applicant 2 exists

Meet unmet keydates by type

COP4

Add an automatic keydate to matter

CHASECLI2 if after 7 days the second applicant has not returned the completed COP4 chase them up. Will only run If Applicant 2 exists

Task 7 COP4 Deputy’s Declaration Returned Applicant 1

Allocate a Custom Questionnaire

Deputyship – Applicant 1 COP4 Returned

Meet unmet keydates by type

CHASECLI.
Will only run if you have indicated that applicant 1 has returned COP4

Tick Task

Will only run if you have indicated that applicant 1 has returned COP4

Task 8 COP4 Deputy’s Declaration Returned Applicant 2

Allocate a Custom Questionnaire

Deputyship – Applicant 2 COP4 Returned
Will only run if Applicant 2 exists

Meet unmet keydates by type

CHASECLI2
Will only run if Applicant 2 exists and you have indicated that they they have returned COP4

Tick Task

Will only run if Applicant 2 exists and you have indicated that they they have returned COP4

Task 9 Submit Application to OPG

Allocate a Custom Questionnaire

Deputyship – Court of Protection

Send Standard Document

Letter to OPG enclosing Application

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Display a message to the user

Please enclose cheque for application fee

Meet unmet keydates by type

REVIEW

Add an automatic keydate to matter

CHASECOURT If after 10 days the stamped copy from the OPG has not been received chase the court.

Task 10 Stamped Copy of Application Received

Allocate a Custom Questionnaire

Deputyship – Date of Stamped Application

Allocate a Custom Questionnaire

Deputyship – Court of Protection

Meet unmet keydates by type

CHASECOURT

Add a keydate linked to dossier field

COP_SRVCL – Date of Stamped Application + 14 Days – Last Day to serve notice to deputyship subject

Add a keydate linked to dossier field

COP_SRVCL – Date of Stamped Application + 7 Days – 7 days to serve notice to deputyship subject

Add a keydate linked to dossier field

COP_NTFY – Date of Stamped Application + 14 Days – Last Day to serve notice to relevant parties

Add a keydate linked to dossier field

COP_NTFY – Date of Stamped Application + 7 Days – 7 days to serve notice to relevant parties

Task 11 Notify person whom application relates

Send Standard Document

COP14 – Proceedings about you in the COP 12/13

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Send Standard Document

COP5 – Ackn of service/notification 07/15

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Allocate a Custom Questionnaire

Deputyship – Are we Serving the Notice?

Display a message to the user

Arrange to visit the person to whom the application relates to, in order to serve notice.
Will only run if you are serving the notices.

Allocate a Custom Questionnaire

What date will you be serving notice?
Will only run if you are serving the notices.

Meet unmet keydates by type

COP_SRVCL

Add a keydate linked to dossier field

COP_SRVCL1 – Client 1 Date Notified of Application + 7 Days – Last Day to inform OPG that notice has been served to person whom application relates

Send Standard Document

Will only run if you are not serving the notices.

Letter to App enc COP14 & COP5 for serving

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Add an automatic keydate to matter

CHASECLI- if after 3 days applicant hasn’t confirmed notice.
Will only run if you are not serving the notices.

Task 12 Notify Relevant Parties

Send Standard Document

Will only run if Respondent 1 Full Name is not blank

COP15 – Notice that an app form issued Res1 12/13

COP15

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Send Standard Document

Will only run if Respondent 1 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Respondent 1 Full Name is not blank

Letter Sending Notice to Respondent 1

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Allocate a Custom Questionnaire

Deputyship – Res 1 Notice of Issued App Served.
Will only run if Respondent 1 Full Name is not blank

Send Standard Document

Will only run if Respondent 2 Full Name is not blank

COP15 – Notice that an app form issued Res2 12/13

COP15

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Send Standard Document

Will only run if Respondent 2 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Respondent 2 Full Name is not blank

Letter Sending Notice to Respondent 2

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Allocate a Custom Questionnaire

Deputyship – Res 2 Notice of Issued App Served.
Will only run if Respondent 2 Full Name is not blank

Send Standard Document

Will only run if Respondent 3 Full Name is not blank

COP15 – Notice that an app form issued Res3 12/13

COP15

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Send Standard Document

Will only run if Respondent 3 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Respondent 3 Full Name is not blank

Letter Sending Notice to Respondent 3

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Allocate a Custom Questionnaire

Deputyship – Res 3 Notice of Issued App Served.
Will only run if Respondent 3 Full Name is not blank

Send Standard Document

Will only run if Respondent 4 Full Name is not blank

COP15 – Notice that an app form issued Res4 12/13

COP15

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Send Standard Document

Will only run if Respondent 4 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Respondent 4 Full Name is not blank

Letter Sending Notice to Respondent 4

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Allocate a Custom Questionnaire

Deputyship – Res 4 Notice of Issued App Served.
Will only run if Respondent 4 Full Name is not blank

Send Standard Document

Will only run if Notified Person 1 Full Name is not blank

COP15 – Notice that an app form issued Ntfy1 12/13

COP15

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Send Standard Document

Will only run if Notified Person 1 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Notified Person 1 Full Name is not blank

Letter Sending Notice to Notified Person 1

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Allocate a Custom Questionnaire

Deputyship – Ntfy 1 Notice of Issued App Served.
Will only run if Notified Person 1 Full Name is not blank

Send Standard Document

Will only run if Notified Person 2 Full Name is not blank

COP15 – Notice that an app form issued Ntfy2 12/13

COP15

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Send Standard Document

Will only run if Notified Person 2 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Notified Person 2 Full Name is not blank

Letter Sending Notice to Notified Person 2

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Allocate a Custom Questionnaire

Deputyship – Ntfy 2 Notice of Issued App Served.
Will only run if Notified Person 2 Full Name is not blank

Send Standard Document

Will only run if Notified Person 3 Full Name is not blank

COP15 – Notice that an app form issued Ntfy3 12/13

COP15

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Send Standard Document

Will only run if Notified Person 3 Full Name is not blank

COP5 – Ackn of service/notification 07/15

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Send Standard Document

Will only run if Notified Person 3 Full Name is not blank

Letter Sending Notice to Notified Person 3

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Allocate a Custom Questionnaire

Deputyship – Ntfy 3 Notice of Issued App Served
Will only run if Notified Person 3 Full Name is not blank

Send Standard Document

Will only run if Notified Person 4 Full Name is not blank

COP15 – Notice that an app form issued Ntfy4 12/13

COP15

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Send Standard Document

Will only run if Notified Person 4 Full Name is not blank

COP5 – Ackn of service/notification 07/15

COP5

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Send Standard Document

Will only run if Notified Person 4 Full Name is not blank

Letter Sending Notice to Notified Person 4

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Allocate a Custom Questionnaire

Deputyship – Ntfy 4 Notice of Issued App Served
Will only run if Notified Person 4 Full Name is not blank

Meet unmet keydates by type

COP_NTFY

Add a keydate linked to dossier field

COP_NTFY1 – Respondent 1 date notified + 7 Days – Last Day to inform OPG that notice has been served.
Will only run if Respondent 1 Full Name is not blank

Add a keydate linked to dossier field

COP_NTFY1 – Notified Person 1 date notified + 7 Days – Last Day to inform OPG that notice has been served.
Will only run if Notified Person 1 Full Name is not blank

Task 13 Confirm Notifications

Allocate a Custom Questionnaire

Date Notice served to Subject

Send Standard Document

COP20A – Cert of notification 07/15

COP20A

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Meet unmet keydates by type

COP_SRVCL1

Allocate a Custom Questionnaire

Respondent 1 Date Notified of Application

Send Standard Document

Certificate of notification non-notification of the person to Respondent 1

COP20B – Cert of service notification 07/15

COP20B

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Meet unmet keydates by type

CHASECLI

Meet unmet keydates by type

COP_NTFY

Meet unmet keydates by type

COP_SRVCL

Meet unmet keydates by type

COP_NTFY1

Add an automatic keydate to matter

CHASECOURT if after 21 days we have not heard from COP

Task 14 Response from COP

Allocate a Custom Questionnaire

Has the Application been Approved?

Allocate a Custom Questionnaire

Is a Security Bond Required?
Will only run if application has been approved by the COP

Allocate a Custom Questionnaire

Is a Hearing Required?
Will only run if application has not been approved by the COP

Allocate a Custom Questionnaire

Date of notification of the hearing?
Will only run if initial hearing is required

Allocate a Custom Questionnaire

What is the date of the hearing
Will only run if initial hearing is required

Add a keydate linked to dossier field

COP_SRVCL – Hearing date +14 Days – Last Day to serve notice of hearing
Will only run if initial hearing is required

Add a keydate linked to dossier field

Deputyship Hearing Date
Will only run if initial hearing is required

Send Standard Document

Will only run if the application has not been approved by the COP and an initial hearing is not required

App not approved. Further info required

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Add an automatic keydate to matter

CHASECLI if after 7 days we haven’t had the return of further information
Will only run if the application has not been approved by the COP and an initial hearing is not required

Send Standard Document

Will only run if the application has not been approved by the COP and an initial hearing is required

Send Standard Document

Will only run if the application has been approved by the COP and a security bond is required

Add an automatic keydate to matter

CHASECLI if after 7 days we haven’t received Security Bond
Will only run if the application has been approved by the COP and a security bond is required

Send Standard Document

Will only run if the application has been approved by the COP and a security bond is not required

Letter to App 1 – Application approved

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Meet unmet keydates by type

CHASECOURT

Tick Task

Will only run if application is approved by the COP

Task 15 Additional Information Received

Meet unmet keydates by type

CHASECLI
Will only run if application has not been approved by the COP

Send Standard Document

Will only run if application has not been approved by the COP

Letter to OPG Enc Requested Information

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Add an automatic keydate to matter

CHASECOURT – +14 Days Have we heard from the COP?
Will only run if the application has not been approved by the COP

Task 16 Notification of Hearing

Send Standard Document

Will only run if initial hearing is required

Letter to subject informing of hearing

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Send Standard Document

Will only run if initial hearing is required

COP14 – Proceedings about you in the COP 12/13

COP14

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Display a message to the user

Arrange to visit the person to whom the application relates to, in order to serve Notice of hearing
Will only run if we are serving notices and an initial hearing is required

Allocate a Custom Questionnaire

Deputyship – Date Notice of Hearing Served
Will only run if we are serving notices and an initial hearing is required

Meet unmet keydates by type

COP_SRVCL

Add a keydate linked to dossier field

Last Day to inform OPG Served Notice of Hearing
Will only run if an initial hearing is required

Send Standard Document

Will only run if we are not serving notices and an initial hearing is required

Letter to App enc COP14 Hearing for serving

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Add an automatic keydate to matter

CHASECLI if after 3 days we haven’t received confirmation of serving notice from applicant 1.
Will only run if we are not serving notices and an initial hearing is required

Task 17 Confirm Notification of Hearing

Allocate a Custom Questionnaire

Deputyship – Date Notice of Hearing Served
Will only run if an initial hearing is required

Send Standard Document

Will only run if an initial hearing is required

COP20A – Cert of notification Hearing 07/15

COP20A

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Meet unmet keydates by type

COP_SRVCL1
Will only run if an initial hearing is required

Meet unmet keydates by type

CHASECLI
Will only run if an initial hearing is required

Task 18 Confirm Security Bond in Place

Send Standard Document

Letter to OPG Confirming Security Bond in Place
Will only run if a security bond is required

Letter to OPG Conf Security Bond in Place

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Meet unmet keydates by type

CHASECLI

Add an automatic keydate to matter

CHASECOURT if after 14 days we haven’t heard from COP
Will only run if a security bond is required

Task 19 Send Official Copy Orders to Applicant after obtaining Security Bond

Tick Task

Will only run if application is approved by the COP and a security bond is not required

Send Standard Document

Letter to Applicant 1 enclosing Official Copy Orders
Will only run if application is approved by the COP and a security bond is required

Letter to App 1 enc Official Copy Orders

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Meet unmet keydates by type

CHASECOURT
Will only run if application is approved by the COP and a security bond is required

Document pack for this workflow

App approved. Security Bond Required

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App not approved. Further info required

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App not approved. Hearing required

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Blank Letter to Applicant 1

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Blank Letter to Applicant 2

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Blank Letter to Capacity Assessor/Doctor

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Blank Letter to Client

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Blank Letter to Notified Person 1

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Blank Letter to Notified Person 2

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Blank Letter to Notified Person 3

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Blank Letter to Notified Person 4

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Blank Letter to OPG

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Blank Letter to Respondent 1

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Blank Letter to Respondent 2

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Blank Letter to Respondent 3

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Blank Letter to Respondent 4

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Blank Letter to Security Bond Provider

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Blank Letter to Social Services

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Client Care Letter

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COP1 – Application form 12/17

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COP1A - Annex A: Supporting information P&FA 07/15

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COP1B - Annex B: Supporting information PW 12/17

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COP3 - Assessment of Capacity 12/17

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COP4 - Deputy's declaration Applicant 1 09/15

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COP4 - Deputy's declaration Applicant 2 09/15

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COP5 - Ackn of service/notification 07/15

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COP9 - Application notice 07/15

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COP14 - Proceedings about you in the COP 12/13

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COP15 - Notice that an app form issued Ntfy1 12/13

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COP15 - Notice that an app form issued Ntfy2 12/13

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COP15 - Notice that an app form issued Ntfy3 12/13

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COP15 - Notice that an app form issued Ntfy4 12/13

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COP15 - Notice that an app form issued Res1 12/13

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COP15 - Notice that an app form issued Res2 12/13

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COP15 - Notice that an app form issued Res3 12/13

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COP15 - Notice that an app form issued Res4 12/13

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COP20A - Cert of notification 07/15

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COP20A - Cert of notification Hearing 07/15

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COP20B - Cert of service notification 07/15

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COP24 - Witness statement 12/17

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Letter Sending Notice to Notified Person 1

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Letter Sending Notice to Notified Person 2

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Letter Sending Notice to Notified Person 3

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Letter Sending Notice to Notified Person 4

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Letter Sending Notice to Respondent 1

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Letter Sending Notice to Respondent 2

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Letter Sending Notice to Respondent 3

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Letter Sending Notice to Respondent 4

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Letter to App 1 – Application approved

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Letter to App 1 enc Official Copy Orders

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Letter to App enc COP14 & COP5 for serving

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Letter to App enc COP14 Hearing for serving

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Letter to OPG Conf Security Bond in Place

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Letter to OPG Enc Requested Information

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Letter to OPG enclosing Application

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Letter to subject informing of hearing

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Send COP3 to Capacity Assessor/Doctor

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Send COP4 for comp and sig to App 1

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Send COP4 for comp and sig to App 2

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