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What is this template for?

The standardised business rules template provides guidance on which applications need to be formally referred to other internal departments, and the triggers for referral.

The template also provides space to set a timeframe for the referral to be complete, ensuring there is clear service expectations for referrals across all council departments.

Instructions for use

The template can be customised to meet your council’s internal referral process requirements.

Updating text on the template

The business rules template gives examples of triggers for referral within a number of internal council departments. These examples may not fully reflect the triggers for referral in your council and should be edited to be in line with your council’s referral triggers, timeframes and processes.

You should also add your letterhead or logo/standard headers and footers to identify your council

Where should the template be available

This template is an internal facing document intended to inform and guide relevant staff. The standardised business rules should be saved within council’s internal systems, in an easily accessible location for staff.

Tips to get the most out of this template

For this template to be most effective at your council, we recommend:

  • Customise the tool to reflect accurate referral triggers and timeframes
  • ensure the business rules are understood by planning, admin and relevant internal referral staff
  • store a copy of the tool where it can be easily located by council staff

Having clear internal referral business rules will help to guide staff with the timeframes, principles and expectations they need to adhere to.

Page last updated: 10/01/24