[Pete Timmins]

Hi Mick,

We are also with the Audit Office and since August 2020 have been providing the following information as per their request.

An excel sheet (refer to tab: Detailed spreadsheet of claims) listing in columns:
– Pensioner Name
– Pensioner ID number
– Property address where concession claimed
– Property ID number – Annual Ordinary rates for the year for the property
– Amount written-off for ordinary rates
– Amount written-off for water rates
– Amount written-off for sewerage rates
– Total amount written-off
– Period of claim (from and to)
– Pensioner matched to Centrelink report [Yes / No].

* The details for each pensioner should be entered into rows and a separate line used for each pensioner for each year of their claim.
* The total of that spreadsheet must equal the Application for Pensioner Concession Subsidy, the amount noted on the General Managers Certificate and the documents supporting the amount written-off by the delegated officer or Council resolution. Each pensioner must be validated by the Council as a valid pensioner, if the pensioner is not validated by the Centrelink report, other evidence must be provided to audit for each of those pensioners.

Matching report (ie Department of Veteran Affairs and Department of Social Services), which matches the sheet for the rating year.

* If there are any unmatched pensioners, reasons must be provided together with supporting documentation, such as copies of pensioner applications and copies of pensioner cards to support why a rebate was provided to them.

I am very interested to know that not every council is being asked to provide the same detail. As you can appreciate this is very time consuming not only to extract the rates details but to then merge our water and sewer details into the spreadsheet as well.

Regards
Pete