Billing Landmarks

[Claudia A McPherson]

Hello! When preparing a Service Agreement for a client that will probaly need to submit an EOI to a provincial program, await an ITA, submit their application to the province, then apply for a work permit once nominated, but will probably also register for Express Entry and if successful (less likely) will apply for a BOWP, what landmarks would you suggest to cover stages 1 and 2, provincial then federal PR application, but also with a WP renewal application in the mix, where the pathways are concurrent initially, but then mutually exclusive?

[Claudia A McPherson]

By “Landmarks” I meant “Milestones” :-))

[Al Parsai]

Hi Claudia,

Based on your explanation, here’s a possible breakdown of milestones for structuring the Service Agreement. Of course, this isn’t a perfect list, so feel free to adjust as needed.

Stage 1: Provincial Nomination Process
Initial Consultation & Eligibility Assessment – Confirm the client’s eligibility for the provincial program and Express Entry (if applicable).
Expression of Interest (EOI) Submission – Submit the EOI to the province.
Invitation to Apply (ITA) from the Province – If selected, receive an ITA and begin preparing the nomination application.
Provincial Nomination Application Submission – Complete and submit the required documents to the province.
Nomination Approval – Receive provincial nomination confirmation.
Work Permit Application (if applicable) – Apply for a work permit based on the provincial nomination.

Stage 2: Permanent Residence Application (Provincial or Federal)
PR Application Submission – Submit a PR application under the Provincial Nominee Program (PNP) stream or, if the Express Entry path is successful, under the federal Express Entry system.
AOR (Acknowledgment of Receipt) from IRCC – Confirmation that the application has been received and is in processing.
Medical & Biometrics Submission – If required, complete medical exams and biometrics.
Decision on PR Application – Receive approval for permanent residence.

Work Permit Considerations
If the client is waiting for PR but needs a work permit renewal, apply for a Work Permit Extension.
If applying through Express Entry and eligible, apply for a Bridging Open Work Permit (BOWP) instead.

Since the provincial and Express Entry pathways start together but eventually diverge, we might need to clarify how the agreement accounts for both scenarios. Let me know if you’d like to adjust any of these or add further details!

Al

[Claudia A McPherson]

Thanks for your suggestions Al. I think it will work – I find it near impossible to anticipate landmark timings so money is in the Trust/Client Account in advance of work being performed rather than after. I’m trying to avoidbeing in a refund situation if a process step does not pan out. I guess, I can adjust some billing landmarks by bringing them forward or pushing them back if the client agrees.

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