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Make a plan change decision

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Make a plan change decision

This article provides guidance for a planner delegate or review officer to:

• make a decision on a plan change request • record an overall plan change decision • communicate your decision.

Recent updates

22 April 2024

• Removal of content about what you need to consider before making a decision. This

information has been moved to article [Assign and review the plan change case](/foi-library/releases/3030d180d277-foi-23-24-1198-disclosure-log-documents/document-013__assign-and-review-a-plan-change-case/). • Simplified steps in this article to be about making and recording a decision on a plan

change request.

Before you start

Note: If you have a plan change request over 21 days do not use this article, go to Make a decision on a plan change (s47A and s48) request over 21 days.

You have:

• been allocated or assigned yourself a plan change case (received less than 21 days

ago). • reviewed the plan change request. Go to article Assign and review the plan change

case. • read and understood Our Guideline – Changing your plan (external).

Make a decision on a plan change request

You’ll need to record your decision for each plan change request in the plan change case. Depending on the request, some plan change requests might be marked as Not Required. If the status of the plan change request is Not Required, you won’t be able to make a decision.

  1. In the Plan Change case, select the Decision tab.

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  1. Select the correct hyperlink within the Plan Change Requests table.

  2. On the Plan Change Request screen, select the Decision tab.

  3. Select a decision from the What decision do you want to make? drop-down list.

Note: If any of the plan change requests are CEO-initiated, you won’t be able to decline the request.

  1. Select a Justification from the drop-down list.

  2. Select a Sub-justification from the drop-down list.

  3. Select Edit Detail and enter an explanation of the decision in Details field.

  4. Select Save.

  5. If required, add any supporting evidence for the decision by selecting New.

  6. Select Submit.

Record an overall plan change decision

s47A variation decisions

For s47A requests, you’ll need to record an overall plan change decision. You’ll need to do this after you’ve recorded your decision on each plan change request in the case.

  1. In the Plan Change case, select the Decision tab.

  2. Select Overall Decision.

  3. Select Decision from the drop-down list.

  4. Select Justification from the drop-down list.

  5. Enter Justification Details into the free text field.

  6. If you need to add evidence to the decision, select New and go to step 7. Otherwise, go to step 11.

  7. To add evidence, select the Evidence Type from the drop-down list:

• If you select Document, go to step 8. • If you select Other, go to step 9.

  1. Enter the Evidence Link name. You can view linked evidence on the Evidence tab of the Plan Approval case. To learn more about linking evidence, go to article Add and link evidence to a case.

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  1. Enter the Evidence Explanation into the free text field.

  2. Select Save.

  3. Select Submit.

Note: Once the overall decision is made, this can’t be changed.

  1. In the Plan Change case, select the Decision tab.

  2. Select Generate Decision Letter.

  3. Select Yes under Are you sure you want to generate the Decision Letter?.

  4. Select Submit.

If you want to view the decision letter, go to article Understand and view plan change decision letters.

If the overall decision is not to vary because a plan reassessment (s48) is required, you’ll need to create a CEO-initiated plan reassessment (s48) request. Go to article Create a plan reassessment (s48) request.

S48 reassessment decisions

The overall decision on a s48 plan change case is determined when making the decision on the individual plan change request.

  1. In the Plan Change case, select the Decision tab.

  2. Select Generate Decision Letter.

  3. Select Yes under Are you sure you want to generate the Decision Letter?

  4. Select Submit.

If you want to view the decision letter, go to article Understand and view plan change decision letters.

Communicate your decision

You’ll need to let the participant know once you’ve made your decision.

To record your contact attempts, go to article Contact attempts and unable to contact in a plan change case.

Next steps

You or another delegate may complete the next steps depending on the routing of the case.

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  1. If you’re doing a variation, from the Plan Change case, select the Budget Update tab. To complete the plan variation, go to article Action a budget update.

  2. If you’re doing a reassessment, from the Plan Change case, select the Reassessment tab. Select the Case hyperlink to open the Plan Approval case to complete the reassessment. Go to article Change the draft budget.

  3. For decisions not to vary or reassess, no further steps are required. Correspondence has been generated and the plan change case will move to the Completed stage. The plan change case is now closed.

Article labels – internal use only

PACE user role names

Add:

User role name label

Delete:

dc_users_nationalreassessmentdelegate

Topics

Add:

Topic label

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Topic label

Case names

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Case name label

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Case name label

Ownership

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Delete:

Ownership label

Version control

Version Amended Brief Description of Change Status Date by

4.0 CW0032 Class 2 approval APPROVED 2023-10-27

4.1 AMK633 Continuous improvement DRAFT 2023-10-30

4.2 BCK161 Peer review DRAFT 2023-11-03

4.3 AMK633 Action peer review DRAFT 2023-11-06

4.4 EJW711 EL1 review DRAFT 2023-11-07

4.5 AMK633 Action EL1 feedback DRAFT 2023-11-08

4.6 JS0082 EL2 review to go to BiLS DRAFT 2023-11-21

4.7 BCK161 Transfer BiL feedback. DRAFT 2023-11-30

4.8 BCK161 Action BiL feedback DRAFT 2023-12-05

Transfer and action CI feedback 12/12.

4.9 JS0082 EL2 review DRAFT 2023-12-13

4.10 BCK161 Action EL2 DRAFT 2023-12-14

2024-01-30 action additional BiL comment re remove role.

4.11 DCM308 Collate and action additional BIL DRAFT 2024-01-31 feedback CW0032 BM review

4.12 DCM308 Action BM feedback DRAFT 2024-02-01

Progress for Class 2 approval

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Version Amended Brief Description of Change Status Date by

4.13 BCK161 Minor edits to prepare for EL1 review. DRAFT 2024-02-06

4.14 EJW711 EL1 review DRAFT 2024-02-15

BCK161 actioned comment re link.

4.15 JS0082 EL2 review with comments DRAFT 2024-02-23

4.16 BCK161 Action EL2 review DRAFT 2024-02-23

4.17 BCK161 Transfer BiL feedback DRAFT 2024-02-27

4.18 DD0014 EL1 review DRAFT 2024-02-29

4.19 DCM308 Action EL1 feedback DRAFT 2024-03-01

Restructured article. Decision making content moved to article assign and review a plan change case.

4.20 SGH107 Peer Review DRAFT 2024-03-18

4.21 DCM308 Action peer review feedback DRAFT 2024-03-18

4.22 EJW711 EL1 review DRAFT 2024-03-20

4.23 DCM308 Action EL1 feedback DRAFT 2024-03-20

4.24 JS0082 EL2 review DRAFT 2024-03-25

4.25 DCM308 Action EL2 feedback DRAFT 2024-03-25

Sent for BiL review

4.26 CW0032 BM review DRAFT 2024-04-01

4.27 DCM308 Action BM feedback DRAFT 2024-04-02

Cleaned for BiL review

4.28 EMN960 EL2 review DRAFT 2024-04-17

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Version Amended Brief Description of Change Status Date by

5.0 JC0088 Class 3 Approval DRAFT 2024-04-18

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