Governance

Who decides what

Roles and decision rights for payments, the delegations the gate enforces, the guardrails that stop agents, and internal and external review.

Roles

RoleKindResponsibilitiesDecision rights
AUDITOR
Internal audit
INTERNALVerifies the evidence chain and tests decisions against delegations.No decisions. Unrestricted read of the chain.
CLAIMS_OFFICER
Claims officer
INTERNALHandles claims the agents route to a person; keys phone and counter claims.No adverse decisions.
DATA_OFFICER
Data-matching officer
INTERNALOwns the data-matching program, its notices and its protocol.No entitlement decisions.
DELEGATED_OFFICER
Delegated officer
INTERNALHolds delegation under the complaints policy and information-access law.Escalates a complaint to formal review; decides information-access requests.
FINANCE_OFFICER
Finance officer
INTERNALReleases payments against approved milestones, in arrears.Fund release.
RECIPIENT
Recipient
EXTERNALClaims, reports changes, responds to notices, seeks review.Requests review; responds to an overpayment notice.
REVIEW_OFFICER
Authorised review officer
INTERNALInternal review, independent of the original decision maker.Affirms, varies or sets aside on internal review.
SUPPORT_OFFICER
Support officer
INTERNALSocial work and hardship; speaks to the person before any hardship determination.Hardship determinations: advances, urgent payments, recovery pauses.
TRIBUNAL
External review tribunal
EXTERNALExternal merits review.Sets aside or varies on external review.

Delegations

RoleDecisionNote
DELEGATED_OFFICERrefusalRefuse a claim, with reasons and the provision.
DELEGATED_OFFICERadverse variationReduce or cancel an entitlement.
DELEGATED_OFFICERrecoveryDecide recovery of an overpayment: full, instalments, waiver or write-off.
SUPPORT_OFFICERhardshipGrant, part-grant or refuse an advance, urgent payment or recovery pause.
FINANCE_OFFICERpayment runRelease a payment run.
REVIEW_OFFICERinternal reviewAffirm, vary or set aside a decision on internal review.

Guardrails

  • GL-PE-01 Adverse decisions are a person's

    Refusals, reductions, cancellations and recovery of overpayments are decided by the delegated officer. Agents assess, calculate and draft; they never decide against a person.

  • GL-PE-02 Automated favourable determinations under recorded authorisation only

    An agent issues a favourable determination only for an entitlement type whose instrument authorises automated decisions, under the recorded authorisation, with the reasons and the provision on the notice.

  • GL-PE-03 Hardship is never determined by an agent

    Advances, urgent payments and recovery pauses are calculated by the agent and decided by a support officer who has spoken to the person.

  • GL-PE-04 Payment runs are released by a finance delegate

    Every cycle is prepared by the agent and released by the finance officer under the proper-use rules.

  • GL-PE-05 Overpayments from actual data, never averaged

    A debt is calculated from the actual income and circumstances for each period, with the data and the arithmetic on the record. Annual income is never averaged across periods. The person is notified and given 28 days to respond before any recovery decision.

  • GL-PE-06 Held data used only with consent

    Data the government already holds is used, and data matching run, only where the person has consented or the law authorises it, and the source is on the record.

  • GL-PE-07 Every notice carries reasons, the provision and review rights

    No determination, variation, overpayment or hardship notice issues without them.

Reviews

Internal review by an officer not involved; then the external tribunal

SubjectRequested byGroundTierStatusResolve
PE-76550

determination

L. MarshResidency assessed on an out-of-date record.INTERNALIN REVIEW