DATE OF ISSUE: 07/06/90
COMMONWEALTH SUPERANNUATION AND DEFENCE FORCE RETIREMENT BENEFIT & DEATH BENEFIT PENSION INCREASES - EFFECT ON SERVICE PENSION
The Australian Government Retirement Benefits Office (AGRBO) willincrease Commonwealth Superannuation and Defence Force RetirementBenefit and Death Benefit (DFRB/DB) payments in July and, as a result of that this Department will adjust service pensions for those pensioners affected.
Effective Date
2.It is intended to adjust service pensions from this Department's payday 26 July 1990, being the first payday following payment of the increased AGRBO benefits.
NOTE: This exercise will not be conducted in the same manner as previous
years. The output, reports and the correction of mismatch cases has been changed.
Timetable
3.In previous years, two consecutive weekends have been set aside to process this exercise. This year, the weekend of 7-8 July 1990 has been allocated to complete all the processing, i.e. to select cases, match with the Super authority tapes, and do the automatic reassessment. An instruction to the NCC to run Schedule 9.4.1 Superannuation Fund Tape Processing as detailed in the Departmental Instruction B17/90 for each State will be issued by Central Office.
General Matching Process
4.The necessary tapes will be obtained from AGRBO to commence the ADP matching exercise to identify dual payees. In general the matching process will be conducted as follows:
.A file of service pension cases with Commonwealth or DFRB superannuation (type 3 and 4) will be matched with tapes provided by AGRBO containing that authority's payees;
.Matching will be based upon a combined key of surname and old (super) rate as the primary key; initials will be included as a secondary matching key.
.Each state's selected "superannuation" records will be compared with AGRBO records on an Australia-wide basis.
Output Schedules
5.Output schedules will be produced in three categories:
(a)A listing of all service pension cases recorded on the CDB with Commonwealth or DFRB superannuation. This schedule is in an input transaction format;
(b)A listing of unmatched cases.
(c)A listing of mismatched initials, (warning only).
A complete listing of AGRBO payees will NOT be produced this year as it would contravene the Information Privacy Principles of the Privacy Act 1988.
Unmatched Cases
6.It is recognised that our inability to provide the listing of AGRBO clients will cause delay in the correction and review of unmatched cases. However, the report on unmatched cases has been improved to provide a list of possible clients with whom to match.
Schedule of Unmatched Cases
7.Unmatched cases will be listed for Branch action. These are the only cases which require entry of the new super rate onto the super select schedule for input to the super reassessment program. An improved matching process has been devised and it is hoped that a higher percentage of matched cases will occur. If a match on a surname can be combined with either a matched reference number, a correct rate or a date of birth then all the "likely match" cases will be printed.
Mismatch On Initials
8.Where the primary matching conditions are met but the initials in the records differ, the case will go ahead for subsequent automatic updating but, as a warning that the record may not be correct, a separate schedule of these cases will be produced for the Branch to examine the discrepancy. This schedule will be headed: "INITIALS MISMATCH".
9.Where the Branch is satisfied that the records (both AGRBO and DVA) are those of the same person, no further action is necessary. However, where an adjustment of our record is necessary to process the case, action must be taken to substitute the automatically prepared data with the correct data before cut off.
10.Should you be uncertain about the identity of the cases and wish to prevent super processing, you should register an action and put the case into investigation (IN) status. This will prevent automatic updating occurring.
Keyfast Transmissions to Computer Centre
11.NSW, VIC and QLD may process super transactions entered through KEYFAST in the normal manner. (SA, WA and TAS may use Keyfast, however they will need to request the facility be set up.)
In cases where the new rate is updated via Keyfast transmission, data entry of the following fields is mandatory:
STATE, FILE NO, SEG.LINK, SUPER TYPE and NEW RATE.
The Super Reference Number should be included in the transaction if you wish to retain it on the CDB record.
Input Transaction Format
COL — 1 — 2-8 — 9-42 — 43 — 44-45 — 46-54 — 55-60 — 61-80
CONTENT — STATE — FILE — PERSONAL — SEG.SUPER — SUPER — NEW — FILLER
NO.DETAILS — LINK — TYPE — REF NO.RATE
LENGTH — 1 — 7 — 34 — 1 — 2 — 9 — 6
12.Once the transactions are entered through Keyfast, the following ADP MESSAGE should be sent to the NCC, OIC Shift.
"Please run Schedule 9.4.2 Superannuation KEYFAST Processing of the Automatic Reassessment Processing Operations Guide to run on the (insert date) using the following parameters:
STATE IDENTIFIER:N, V, or Q
SUPER TYPE CODES:03, 04
PAY PERIOD:28 ..... 30 (as appropriate)
PAY DATE:26/07/90 (effective payday)
RUN DESCRIPTION:COMM SUPER (Report Heading)
ALL REPORTS TO BE RETURNED TO ........................... BRANCH
ATTENTION: (Contact Officer's Name)"
13.In line with part 11.1.7 of the Finance Regulation 45a procedures it will be necessary for delegates to verify that payees on the AGRBO tapes have been correctly matched with service pensioners receiving superannuation. A check of at least 5% of cases is required.
Overseas Cases
14.Any case recorded on the AGRBO records as having an overseas address will now be matched on an Australia wide basis. It is not possible to identify an overseas client from the AGRBO tape as their tape does not include State or Country indicators.
Advices
15.The usual pension payment computer advice will be automatically processed for automatically assessed cases where a pension variation occurs. These will be forwarded direct to your Branch from the NCC with the usual daily outputs. Manual cases will require manual advice selection.
Contact Officer
The contact officer for this exercise will be
RIC MOORE Phone — 06 289 6214 (Bh)
06 282 3913 (Ah)
JIM DALTON
ASSISTANT SECRETARY
PLANNING & MANAGEMENT
ATTACHMENT A
PROCESSING SCHEDULE - 7/8 JULY 1990 EFFECTIVE 26 JULY 1990
7/8 July 1990
.Superannuation selection runs to produce a file, plus a schedule of service pension cases receiving Commonwealth and DFRB super.
.Automatic matching runs between AGRBO tape and DVA tape to automatically produce
.transactions for automatic input to the superannuation reassessment program;
.a schedule, of unmatched primary cases;
.a schedule, of secondary cases with mismatch initials.
.Automatic superannuation reassessment runs to
.update the CDB;
.produce type 10 transactions
.run EDIT/UPDT/ADVICES runs to apply type 10 transactions to the PMF;
.list out manual SP cases; and
.list of mismatches following reassessment.
9 July 1990
.Branch Office processing of manual cases via the on-line system up to cutoff for Payday 26 July 1990. Cases not able to be reviewed in this time to be actioned as soon as possible.